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 LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $39,157 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $20,123 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 20-0937408 | Bank Trustee | $5,453 |
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 | $105,715 | $85,202+24.1% | $172,739-38.8% | $72,985+44.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.06% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $10,510 | $3,324+216.2% | $5,143+104.4% | $2,440+330.8% |
| Participant deferral / active EE | $6,837 | $3,260+109.7% | $5,198+31.5% | $3,607+89.5% |
| Admin fee / account holder | $414 | $5,884-93.0% | $13,954-97.0% | $5,124-91.9% |