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.
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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+ years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $73,207 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping and information managem... | $53,831 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,455 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,635 | $95,274-55.3% | $135,903-68.6% | $74,419-42.7% |
| Participation rate | 60.3% | 78.2%-17.9pp | 81.9%-21.6pp | 70.7%-10.4pp |
| Annual return | 30.40% | 32.77%-2.4pp | 68.23%-37.8pp | 34.38%-4.0pp |
| Employer contribution / active EE | $2,342 | $3,874-39.6% | $4,856-51.8% | $2,637-11.2% |
| Participant deferral / active EE | $5,345 | $7,782-31.3% | $7,758-31.1% | $4,528+18.0% |
| Admin fee / account holder | $332 | $266+24.8% | $10,762-96.9% | $348-4.5% |