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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,606 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
BERKOWITZ POLLACK BRANT3 years Filed as: BERKOWITZ POLLACK BRANT ADVISORS AC Service code 10 · EIN 59-2742314 | Accounting | $11,903 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,162 | $54,517+162.6% | $75,972+88.4% | $74,495+92.2% |
| Participation rate | 0.0% | 60.3%-60.3pp | 69.1%-69.1pp | 67.2%-67.2pp |
| Annual return | 10.81% | 31.82%-21.0pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $12,086 | $1,777+580.1% | $2,685+350.1% | $2,623+360.8% |
| Participant deferral / active EE | $24,884 | $3,066+711.7% | $4,255+484.8% | $4,346+472.6% |
| Admin fee / account holder | $325 | $2,229-85.4% | $6,467-95.0% | $1,942-83.3% |