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 9-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 | $156,767 |
Filed as: LOCKTON INVESTMENT ADVISERS Service code 16 · EIN 20-8874282 | Consulting | $60,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $7,500 |
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 | $55,719 | $43,113+29.2% | $82,719-32.6% | $77,904-28.5% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.6%+17.1pp | 73.7%+16.0pp |
| Annual return | -15.81% | 2.60%-18.4pp | 701.18%-717.0pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,220 | $1,924-36.6% | $3,009-59.4% | $2,848-57.2% |
| Participant deferral / active EE | $4,173 | $3,057+36.5% | $4,395-5.1% | $4,806-13.2% |
| Admin fee / account holder | $185 | $102+81.3% | $5,329-96.5% | $133+39.8% |