Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $42,561 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDING CO LLC Service code 49 | Other Services | $6,370 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO LLC Service code 27 · EIN 43-1270780 PO BOX 952032 · SANIT LOUIS, MO 63195 | Advisory (Plan) | $4,785 |
Service code 64 | Recordkeeping Fees | $133 |
HOKIN INVESTMENT ADVISORS3 years Filed as: HOKIN INVESTMENT ADVISORS LLC Service code 99 · EIN 20-5320732 707 SKOKIE BLVD · NORTHBROOK, IL 60062 | Other Fees | $0 |
Filed as: VOYA Service code 64 · EIN 71-0294708 5400 W. 110TH STREET · OVERLAND PARK, KS 66211 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,316 | $55,694-94.0% | $81,882-96.0% | $200,096-98.3% |
| Participation rate | 95.2% | 62.7%+32.5pp | 72.4%+22.8pp | 72.0%+23.1pp |
| Annual return | 49.38% | 19.59%+29.8pp | 779.47%-730.1pp | 34.26%+15.1pp |
| Employer contribution / active EE | $127 | $2,114-94.0% | $2,916-95.6% | $3,038-95.8% |
| Participant deferral / active EE | $1,391 | $3,299-57.8% | $4,323-67.8% | $5,090-72.7% |
| Admin fee / account holder | $20 | $348-94.2% | $7,360-99.7% | $269-92.5% |