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 6-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 LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $77,813 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,225 |
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 | $63,866 | $119,446-46.5% | $150,045-57.4% | $85,563-25.4% |
| Participation rate | 78.4% | 75.4%+3.0pp | 82.3%-3.9pp | 66.0%+12.5pp |
| Annual return | 46.95% | 23.72%+23.2pp | 62.55%-15.6pp | 31.51%+15.4pp |
| Employer contribution / active EE | $2,978 | $4,078-27.0% | $4,693-36.6% | $2,654+12.2% |
| Participant deferral / active EE | $7,152 | $7,985-10.4% | $7,997-10.6% | $4,375+63.5% |
| Admin fee / account holder | $152 | $548-72.2% | $13,435-98.9% | $834-81.7% |