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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.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,958 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 49 · EIN 84-2276766 | Other Services | $5,460 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,957 | $86,655-0.8% | $119,609-28.1% | $66,914+28.5% |
| Participation rate | 89.1% | 75.6%+13.5pp | 79.3%+9.8pp | 69.8%+19.3pp |
| Annual return | -18.64% | -8.00%-10.6pp | -14.97%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $4,711 | $2,536+85.8% | $4,232+11.3% | $2,544+85.2% |
| Participant deferral / active EE | $7,359 | $4,358+68.9% | $5,602+31.4% | $4,237+73.7% |
| Admin fee / account holder | $355 | $755-53.0% | $10,323-96.6% | $593-40.2% |