See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 LLC10+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 5400 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $249,424 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $95,849 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (discreti... | $16,666 |
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 | $51,181 | $110,299-53.6% | $102,423-50.0% | $199,593-74.4% |
| Participation rate | 92.7% | 86.3%+6.4pp | 76.5%+16.2pp | 72.0%+20.7pp |
| Annual return | 15.26% | 35.73%-20.5pp | 29.32%-14.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $2,663 | $3,603-26.1% | $3,023-11.9% | $3,034-12.2% |
| Participant deferral / active EE | $5,628 | $6,376-11.7% | $5,053+11.4% | $5,087+10.6% |
| Admin fee / account holder | $308 | $122+151.9% | $9,451-96.7% | $269+14.6% |