Filed January 3, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $56,243 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $16,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,315 | $55,449+48.5% | $83,848-1.8% | $56,287+46.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.20% | -1.38%-5.8pp | 850.88%-858.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,146 | $2,430+70.6% | $3,631+14.2% | $2,111+96.4% |
| Participant deferral / active EE | $2,477 | $2,935-15.6% | $4,082-39.3% | $3,350-26.0% |
| Admin fee / account holder | $582 | $656-11.2% | $5,478-89.4% | $521+11.8% |