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 LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $47,674 | $42,886+11.2% | $88,946-46.4% | $85,563-44.3% |
| Participation rate | 97.8% | 37.9%+59.8pp | 68.8%+28.9pp | 66.0%+31.8pp |
| Annual return | 14.83% | 44.56%-29.7pp | 57.82%-43.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $1,511 | $1,147+31.8% | $2,555-40.8% | $2,654-43.0% |
| Participant deferral / active EE | $2,423 | $2,108+14.9% | $4,581-47.1% | $4,375-44.6% |
| Admin fee / account holder | $12 | $2,263-99.5% | $8,261-99.9% | $834-98.5% |