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 10-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 |
|---|---|---|
CONSTELLATION WEALTH ADV2 years Service code 27 · EIN 37-1867021 | Advisory (Plan) | $20,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,664 |
Service code 13 | Contract Administrator | $3,166 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 · EIN 31-1299207 | Contract Administrator | $2,909 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,310 | $86,332-55.6% | $125,175-69.4% | $65,185-41.2% |
| Participation rate | 72.1% | 75.3%-3.2pp | 79.8%-7.7pp | 70.2%+1.9pp |
| Annual return | 21.36% | 27.43%-6.1pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $827 | $2,040-59.4% | $3,865-78.6% | $2,177-62.0% |
| Participant deferral / active EE | $2,757 | $3,537-22.0% | $4,937-44.1% | $3,514-21.5% |
| Admin fee / account holder | $181 | $609-70.4% | $9,702-98.1% | $847-78.7% |