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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,924 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $93,458 | $84,784+10.2% | $98,439-5.1% | $74,419+25.6% |
| Participation rate | 87.0% | 81.5%+5.5pp | 75.2%+11.8pp | 70.7%+16.3pp |
| Annual return | 16.62% | 20.59%-4.0pp | 21.16%-4.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,504 | $3,364-55.3% | $3,048-50.7% | $2,637-43.0% |
| Participant deferral / active EE | $4,191 | $5,218-19.7% | $4,738-11.5% | $4,528-7.4% |
| Admin fee / account holder | $195 | $204-4.9% | $8,948-97.8% | $348-44.1% |