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 LLC7 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 11350 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Plan) | $87,867 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $4,178 |
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 | $104,383 | $79,171+31.8% | $102,423+1.9% | $74,495+40.1% |
| Participation rate | 77.2% | 74.8%+2.4pp | 76.5%+0.7pp | 67.2%+10.0pp |
| Annual return | 12.50% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,847 | $2,362+20.5% | $3,023-5.8% | $2,623+8.5% |
| Participant deferral / active EE | $4,067 | $4,415-7.9% | $5,053-19.5% | $4,346-6.4% |
| Admin fee / account holder | $644 | $2,001-67.8% | $9,451-93.2% | $1,942-66.9% |