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 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $206,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $174,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,412 | $110,299-21.7% | $102,423-15.6% | $199,593-56.7% |
| Participation rate | 58.1% | 86.3%-28.2pp | 76.5%-18.4pp | 72.0%-13.9pp |
| Annual return | 29.69% | 35.73%-6.0pp | 29.32%+0.4pp | 34.25%-4.6pp |
| Employer contribution / active EE | $2,022 | $3,603-43.9% | $3,023-33.1% | $3,034-33.4% |
| Participant deferral / active EE | $3,847 | $6,376-39.7% | $5,053-23.9% | $5,087-24.4% |
| Admin fee / account holder | $256 | $122+109.2% | $9,451-97.3% | $269-4.8% |