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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC Service code 26 5440 WEST 110TH STREET, STE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $37,330 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $12,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,425 | $66,124+23.1% | $90,404-9.9% | $73,488+10.8% |
| Participation rate | 79.2% | 69.7%+9.6pp | 72.7%+6.6pp | 70.7%+8.6pp |
| Annual return | 14.06% | 17.65%-3.6pp | 1293.02%-1279.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,311 | $3,039+41.9% | $3,963+8.8% | $3,740+15.3% |
| Admin fee / account holder | $493 | $396+24.3% | $5,611-91.2% | $513-4.0% |