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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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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $34,063 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $11,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,373 | $57,354-27.9% | $83,848-50.7% | $64,186-35.5% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+1.9pp | 69.6%+8.5pp |
| Annual return | -9.42% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,173 | $2,545-53.9% | $3,631-67.7% | $2,381-50.8% |
| Participant deferral / active EE | $5,444 | $2,993+81.9% | $4,082+33.4% | $3,470+56.9% |
| Admin fee / account holder | $513 | $4,046-87.3% | $5,478-90.6% | $4,888-89.5% |