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 Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $206,812 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $84,044 |
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 | $36,603 | $82,202-55.5% | $125,339-70.8% | $64,808-43.5% |
| Participation rate | 83.2% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | -14.91% | 3.48%-18.4pp | 572.05%-587.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,581 | $3,615-0.9% | $4,814-25.6% | $2,506+42.9% |
| Participant deferral / active EE | $7,441 | $7,175+3.7% | $7,446-0.1% | $4,310+72.6% |
| Admin fee / account holder | $247 | $163+51.1% | $10,010-97.5% | $188+31.4% |