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 LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 662111940 | Advisory (Plan) | $31,075 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,911 | $42,886+46.7% | $88,946-29.3% | $85,563-26.5% |
| Participation rate | 64.6% | 37.9%+26.7pp | 68.8%-4.2pp | 66.0%-1.3pp |
| Annual return | 20.88% | 44.56%-23.7pp | 57.82%-36.9pp | 31.51%-10.6pp |
| Employer contribution / active EE | $3,870 | $1,147+237.4% | $2,555+51.5% | $2,654+45.8% |
| Participant deferral / active EE | $5,464 | $2,108+159.2% | $4,581+19.3% | $4,375+24.9% |
| Admin fee / account holder | $125 | $2,263-94.5% | $8,261-98.5% | $834-85.0% |