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 LLC5+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $31,497 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $6,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,210 | $66,124-39.2% | $90,404-55.5% | $73,488-45.3% |
| Participation rate | 44.3% | 69.7%-25.3pp | 72.7%-28.3pp | 70.7%-26.3pp |
| Annual return | 12.82% | 17.65%-4.8pp | 1293.02%-1280.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $938 | $2,346-60.0% | $3,262-71.2% | $2,270-58.7% |
| Participant deferral / active EE | $1,798 | $3,039-40.8% | $3,963-54.6% | $3,740-51.9% |
| Admin fee / account holder | $266 | $396-32.9% | $5,611-95.3% | $513-48.2% |