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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,759 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $91,653 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $126,809 | $89,808+41.2% | $100,391+26.3% | $77,643+63.3% |
| Participation rate | 98.9% | 81.2%+17.7pp | 81.5%+17.4pp | 70.6%+28.3pp |
| Annual return | 17.33% | 20.62%-3.3pp | 49.20%-31.9pp | 31.24%-13.9pp |
| Employer contribution / active EE | $5,362 | $3,039+76.4% | $3,942+36.0% | $2,726+96.7% |
| Participant deferral / active EE | $13,310 | $8,284+60.7% | $8,082+64.7% | $4,647+186.4% |
| Admin fee / account holder | $293 | $174+68.3% | $7,899-96.3% | $430-31.8% |