See peer percentile detail with Solo.
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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $190,648 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $48,724 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $90,765 | $95,880-5.3% | $107,525-15.6% | $85,563+6.1% |
| Participation rate | 96.6% | 70.1%+26.5pp | 75.1%+21.6pp | 66.0%+30.7pp |
| Annual return | 4.59% | 68.06%-63.5pp | 181.32%-176.7pp | 31.51%-26.9pp |
| Employer contribution / active EE | $2,170 | $3,812-43.1% | $3,754-42.2% | $2,654-18.2% |
| Participant deferral / active EE | $7,769 | $4,201+84.9% | $5,116+51.9% | $4,375+77.6% |
| Admin fee / account holder | $227 | $1,025-77.9% | $8,919-97.5% | $834-72.8% |