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 4-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 Service code 28 5440 W 110TH STREET · OVERLAND PARK, KS 66211 | Investment Management | $16,417 |
NEWPORT GROUP, INC.2+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $15,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,551 | $73,004+77.5% | $90,749+42.8% | $68,494+89.1% |
| Participation rate | 64.3% | 70.8%-6.5pp | 75.7%-11.4pp | 67.9%-3.6pp |
| Annual return | -13.34% | -13.81%+0.5pp | -12.16%-1.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,245 | $2,193+48.0% | $2,921+11.1% | $2,596+25.0% |
| Participant deferral / active EE | $6,914 | $3,627+90.6% | $4,564+51.5% | $4,027+71.7% |
| Admin fee / account holder | $358 | $5,896-93.9% | $8,445-95.8% | $5,403-93.4% |