Filed November 3, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,993 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $20,000 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,000 |
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 | $83,966 | $81,908+2.5% | $90,749-7.5% | $64,808+29.6% |
| Participation rate | 89.9% | 80.5%+9.4pp | 75.7%+14.2pp | 71.5%+18.4pp |
| Annual return | -14.53% | -12.53%-2.0pp | -12.16%-2.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,355 | $3,065-55.8% | $2,921-53.6% | $2,506-45.9% |
| Participant deferral / active EE | $3,917 | $4,840-19.1% | $4,564-14.2% | $4,310-9.1% |
| Admin fee / account holder | $213 | $157+35.4% | $8,445-97.5% | $188+13.3% |