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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $296,290 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $80,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,362 | $122,186-38.3% | $146,958-48.7% | $199,593-62.2% |
| Participation rate | 67.4% | 78.3%-10.9pp | 82.2%-14.7pp | 72.0%-4.5pp |
| Annual return | 14.96% | 30.56%-15.6pp | 418.34%-403.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $2,978 | $4,093-27.2% | $4,933-39.6% | $3,034-1.8% |
| Participant deferral / active EE | $6,553 | $8,502-22.9% | $8,070-18.8% | $5,087+28.8% |
| Admin fee / account holder | $148 | $179-17.0% | $12,998-98.9% | $269-44.8% |