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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.
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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 LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $46,648 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $35,969 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 | Accounting | $7,920 |
HUNNEX AND SHOEMAKER, INC.4 years Service code 27 · EIN 91-1072394 | Advisory (Plan) | $0 |
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 | $97,800 | $100,923-3.1% | $150,045-34.8% | $74,304+31.6% |
| Participation rate | 76.0% | 70.1%+6.0pp | 82.3%-6.3pp | 60.3%+15.7pp |
| Annual return | 24.94% | 51.77%-26.8pp | 62.55%-37.6pp | 29.43%-4.5pp |
| Employer contribution / active EE | $4,198 | $3,463+21.2% | $4,693-10.5% | $2,241+87.3% |
| Participant deferral / active EE | $9,273 | $6,709+38.2% | $7,997+16.0% | $3,767+146.1% |
| Admin fee / account holder | $361 | $2,767-87.0% | $13,435-97.3% | $2,969-87.9% |