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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $118,289 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 99 5454 110TH ST OVERLAND PARK KS · OVERLAND PARK, KS 66211 | Other Fees | $15,625 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 16 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Consulting | $15,625 |
PENSION ASSURANCE LLP8+ years Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,159 | $47,722+15.6% | $82,719-33.3% | $64,808-14.9% |
| Participation rate | 94.4% | 67.6%+26.8pp | 72.6%+21.9pp | 71.5%+23.0pp |
| Annual return | -13.90% | -13.05%-0.8pp | 701.18%-715.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,493 | $2,179-31.5% | $3,009-50.4% | $2,506-40.4% |
| Participant deferral / active EE | $4,021 | $3,329+20.8% | $4,395-8.5% | $4,310-6.7% |
| Admin fee / account holder | $152 | $143+6.2% | $5,329-97.2% | $188-19.2% |