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 LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $53,270 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $11,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,283 | $101,724+11.4% | $164,813-31.3% | $80,856+40.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.56% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,758 | $2,953+27.2% | $4,341-13.4% | $2,755+36.4% |
| Participant deferral / active EE | $7,699 | $4,477+72.0% | $6,031+27.7% | $4,296+79.2% |
| Admin fee / account holder | $10,404 | $8,227+26.5% | $12,690-18.0% | $6,918+50.4% |