Filed April 10, 2026 (most recent of 2 filings on file)
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 LLC1 year Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,096 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Claims processing; Direct payment fro... | $9,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $50,718 | $54,573-7.1% | $90,951-44.2% | $73,488-31.0% |
| Participation rate | 46.5% | 61.2%-14.7pp | 69.0%-22.5pp | 70.7%-24.2pp |
| Annual return | 11.59% | 16.69%-5.1pp | 134.60%-123.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $213 | $991-78.6% | $2,122-90.0% | $2,270-90.6% |
| Participant deferral / active EE | $1,825 | $2,517-27.5% | $3,373-45.9% | $3,740-51.2% |
| Admin fee / account holder | $179 | $521-65.7% | $5,959-97.0% | $513-65.1% |