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 INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $57,587 |
Service code 49 · EIN 04-1590850 | Other Services | $5,567 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DIAMOND HILL4 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,951 | $85,135+6.8% | $98,907-8.0% | $73,409+23.9% |
| Participation rate | 68.2% | 81.1%-13.0pp | 76.0%-7.8pp | 72.2%-4.0pp |
| Annual return | 11.41% | 19.14%-7.7pp | 196.43%-185.0pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,867 | $2,721-31.4% | $2,689-30.6% | $2,234-16.4% |
| Participant deferral / active EE | $2,351 | $4,349-45.9% | $4,244-44.6% | $3,805-38.2% |
| Admin fee / account holder | $193 | $139+38.4% | $6,642-97.1% | $158+22.1% |