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 LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 49 · EIN 84-4519624 | Other Services | $32,500 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,066 |
DELAP LLP3 years Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $24,000 |
DAVIS WRIGHT TREMAINE3 years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $2,622 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,523 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,919 | $55,416+91.1% | $75,972+39.4% | $77,643+36.4% |
| Participation rate | 90.6% | 63.6%+27.1pp | 69.1%+21.6pp | 70.6%+20.1pp |
| Annual return | 14.05% | 17.07%-3.0pp | 359.55%-345.5pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,789 | $1,788+0.1% | $2,685-33.4% | $2,726-34.4% |
| Participant deferral / active EE | $7,239 | $3,447+110.0% | $4,255+70.1% | $4,647+55.8% |
| Admin fee / account holder | $71 | $414-82.8% | $6,467-98.9% | $430-83.5% |