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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.
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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,738 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $33,308 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $16,113 |
GREERWALKER LLP5 years Service code 10 · EIN 56-1434747 | Accounting | $14,300 |
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 | $70,595 | $92,971-24.1% | $96,683-27.0% | $74,419-5.1% |
| Participation rate | 94.1% | 71.5%+22.6pp | 74.3%+19.8pp | 70.7%+23.4pp |
| Annual return | -3.94% | 37.49%-41.4pp | 35.69%-39.6pp | 34.38%-38.3pp |
| Employer contribution / active EE | $2,483 | $3,426-27.5% | $3,737-33.6% | $2,637-5.9% |
| Participant deferral / active EE | $7,162 | $3,970+80.4% | $4,878+46.8% | $4,528+58.2% |
| Admin fee / account holder | $200 | $633-68.4% | $6,730-97.0% | $348-42.5% |