Filed December 21, 2018
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 | $947,651 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $120,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,156 | $159,391-44.1% | $102,423-13.0% | $99,062-10.0% |
| Participation rate | 98.4% | 88.6%+9.8pp | 76.5%+21.9pp | 71.6%+26.8pp |
| Annual return | 13.29% | 19.03%-5.7pp | 29.32%-16.0pp | 17.66%-4.4pp |
| Employer contribution / active EE | $4,722 | $4,207+12.2% | $3,023+56.2% | $3,262+44.8% |
| Participant deferral / active EE | $4,846 | $7,498-35.4% | $5,053-4.1% | $5,331-9.1% |
| Admin fee / account holder | $182 | $159+14.5% | $9,451-98.1% | $109+67.2% |