See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 3400 COLLEGE BLVD., SUITE 200 · LEAWOOD, KS 66211 | Advisory (Participants) | $14,192 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS,LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $10,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,768 | $71,192-41.3% | $117,854-64.6% | $62,292-32.9% |
| Participation rate | 70.9% | 74.2%-3.3pp | 79.7%-8.8pp | 69.5%+1.4pp |
| Annual return | 18.61% | 18.66%0pp | 335.08%-316.5pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,397 | $1,934-27.8% | $3,786-63.1% | $2,042-31.6% |
| Participant deferral / active EE | $3,705 | $3,189+16.2% | $4,482-17.3% | $3,169+16.9% |
| Admin fee / account holder | $353 | $587-39.8% | $8,020-95.6% | $479-26.3% |