Filed March 27, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $101,203 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,793 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 17 · EIN 90-0142264 | Pension Consulting | $53,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,527 | $112,623+55.0% | $106,213+64.3% | $199,593-12.6% |
| Participation rate | 98.5% | 86.2%+12.3pp | 75.3%+23.2pp | 72.0%+26.6pp |
| Annual return | 12.68% | 15.57%-2.9pp | 116.14%-103.5pp | 34.25%-21.6pp |
| Employer contribution / active EE | $9,010 | $4,575+96.9% | $3,171+184.1% | $3,034+196.9% |
| Participant deferral / active EE | $8,677 | $6,659+30.3% | $5,016+73.0% | $5,087+70.6% |
| Admin fee / account holder | $154 | $107+43.6% | $11,033-98.6% | $269-42.8% |