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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $27,808 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $21,182 |
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $14,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,356 | $65,561-36.9% | $91,541-54.8% | $74,304-44.3% |
| Participation rate | 60.3% | 56.6%+3.7pp | 69.8%-9.5pp | 60.3%-0.1pp |
| Annual return | 24.65% | 17.68%+7.0pp | 20.50%+4.1pp | 29.43%-4.8pp |
| Employer contribution / active EE | $1,954 | $1,717+13.8% | $2,505-22.0% | $2,241-12.8% |
| Participant deferral / active EE | $3,470 | $2,918+18.9% | $4,008-13.4% | $3,767-7.9% |
| Admin fee / account holder | $466 | $3,333-86.0% | $6,956-93.3% | $2,969-84.3% |