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 |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $29,640 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $17,028 |
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 | $58,363 | $122,239-52.3% | $184,203-68.3% | $74,495-21.7% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 13.22% | 19.95%-6.7pp | 28.81%-15.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,711 | $4,537-18.2% | $6,427-42.3% | $2,623+41.5% |
| Participant deferral / active EE | $5,372 | $7,139-24.8% | $9,131-41.2% | $4,346+23.6% |
| Admin fee / account holder | $215 | $1,260-82.9% | $13,901-98.5% | $1,942-88.9% |