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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,264 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $40,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | 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 | $98,575 | $92,055+7.1% | $106,213-7.2% | $77,643+27.0% |
| Participation rate | 95.2% | 81.0%+14.2pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 13.08% | 17.91%-4.8pp | 116.14%-103.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,679 | $3,367-50.1% | $3,171-47.1% | $2,726-38.4% |
| Participant deferral / active EE | $4,521 | $5,386-16.1% | $5,016-9.9% | $4,647-2.7% |
| Admin fee / account holder | $238 | $219+8.8% | $11,033-97.8% | $430-44.6% |