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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 LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $63,586 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $28,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,205 | $53,136-18.7% | $155,509-72.2% | $199,593-78.4% |
| Participation rate | 21.1% | 64.1%-43.0pp | 78.2%-57.1pp | 72.0%-50.9pp |
| Annual return | 15.85% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $16 | $1,851-99.1% | $4,672-99.7% | $3,034-99.5% |
| Participant deferral / active EE | $851 | $3,161-73.1% | $5,626-84.9% | $5,087-83.3% |
| Admin fee / account holder | $218 | $185+17.4% | $15,912-98.6% | $269-19.0% |