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 LLC8+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $199,262 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $71,279 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $12,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,393 | $72,254-24.7% | $86,677-37.2% | $64,808-16.1% |
| Participation rate | 88.7% | 80.4%+8.2pp | 76.6%+12.1pp | 71.5%+17.2pp |
| Annual return | -15.06% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,416 | $2,393+1.0% | $2,836-14.8% | $2,506-3.6% |
| Participant deferral / active EE | $5,030 | $4,658+8.0% | $4,656+8.0% | $4,310+16.7% |
| Admin fee / account holder | $361 | $174+107.4% | $7,493-95.2% | $188+92.1% |