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 ADV3 years Service code 27 · EIN 37-1867021 | Advisory (Plan) | $20,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,914 |
Service code 13 | Contract Administrator | $3,445 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 · EIN 31-1299207 | Contract Administrator | $2,346 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,725 | $81,474-41.4% | $133,956-64.4% | $73,488-35.1% |
| Participation rate | 73.4% | 76.4%-2.9pp | 79.8%-6.4pp | 70.7%+2.8pp |
| Annual return | 14.23% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $955 | $2,209-56.8% | $3,919-75.6% | $2,270-57.9% |
| Participant deferral / active EE | $3,153 | $3,786-16.7% | $5,048-37.5% | $3,740-15.7% |
| Admin fee / account holder | $187 | $713-73.7% | $8,927-97.9% | $513-63.5% |