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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.
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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 |
|---|---|---|
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $155,539 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $36,000 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,132 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,784 | $79,013+71.9% | $100,391+35.3% | $74,495+82.3% |
| Participation rate | 89.1% | 79.5%+9.6pp | 81.5%+7.6pp | 67.2%+21.9pp |
| Annual return | 9.85% | 20.41%-10.6pp | 49.20%-39.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,311 | $3,021-56.6% | $3,942-66.8% | $2,623-50.0% |
| Participant deferral / active EE | $6,533 | $7,760-15.8% | $8,082-19.2% | $4,346+50.3% |
| Admin fee / account holder | $723 | $1,320-45.2% | $7,899-90.8% | $1,942-62.8% |