See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 3400 COLLEGE BLBD · LEAWOOD, KS 66211 | Advisory (Plan) | $166,925 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $62,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,690 | $65,118-19.1% | $76,768-31.4% | $55,725-5.4% |
| Participation rate | 86.3% | 79.6%+6.6pp | 77.0%+9.3pp | 70.9%+15.4pp |
| Annual return | -1.67% | -1.27%-0.4pp | 2.43%-4.1pp | 244.93%-246.6pp |
| Employer contribution / active EE | $2,123 | $1,941+9.4% | $2,485-14.6% | $2,078+2.1% |
| Participant deferral / active EE | $4,368 | $3,688+18.4% | $3,852+13.4% | $3,356+30.2% |
| Admin fee / account holder | $408 | $116+251.9% | $6,675-93.9% | $115+254.0% |