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 9-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 LLC9+ years Filed as: CREATIVE PLANNING, INC. Service code 26 11350 TOMAHAWK CREEK PKWY, STE 200 · LEAWOOD, KS 66211 | Advisory (Participants) | $43,192 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN, GIBBS & HOULIK, LC. Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $3,724 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,755 | $81,248+152.0% | $155,509+31.7% | $80,856+153.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.38% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $8,220 | $3,100+165.1% | $4,672+75.9% | $2,755+198.4% |
| Participant deferral / active EE | $7,040 | $3,452+104.0% | $5,626+25.1% | $4,296+63.9% |
| Admin fee / account holder | $333 | $7,997-95.8% | $15,912-97.9% | $6,918-95.2% |