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 Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $276,450 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $192,319 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY, LLC Service code 21 · EIN 27-4411131 | Bank Trustee | $28,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,138 | $122,186-61.4% | $146,958-67.9% | $199,593-76.4% |
| Participation rate | 67.4% | 78.3%-10.8pp | 82.2%-14.7pp | 72.0%-4.5pp |
| Annual return | 11.09% | 30.56%-19.5pp | 418.34%-407.3pp | 34.25%-23.2pp |
| Employer contribution / active EE | $2,407 | $4,093-41.2% | $4,933-51.2% | $3,034-20.7% |
| Participant deferral / active EE | $7,727 | $8,502-9.1% | $8,070-4.2% | $5,087+51.9% |
| Admin fee / account holder | $224 | $179+25.4% | $12,998-98.3% | $269-16.6% |