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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 5-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 LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,803 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,612 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,681 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,537 | $34,934-46.9% | $56,411-67.1% | $74,495-75.1% |
| Participation rate | 72.1% | 32.8%+39.3pp | 52.5%+19.6pp | 67.2%+4.9pp |
| Annual return | 15.07% | 25.94%-10.9pp | 1701.33%-1686.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $554 | $609-9.0% | $1,039-46.7% | $2,623-78.9% |
| Participant deferral / active EE | $2,678 | $1,170+128.8% | $1,952+37.2% | $4,346-38.4% |
| Admin fee / account holder | $98 | $2,364-95.8% | $2,829-96.5% | $1,942-94.9% |