Filed July 30, 2006
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,162 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $65,154 |
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 | $145,092 | $100,227+44.8% | $169,993-14.6% | $74,419+95.0% |
| Participation rate | 96.3% | 87.3%+8.9pp | 87.0%+9.3pp | 70.7%+25.5pp |
| Annual return | 17.33% | 66.08%-48.8pp | 53.37%-36.0pp | 34.38%-17.1pp |
| Employer contribution / active EE | $6,036 | $4,263+41.6% | $6,785-11.0% | $2,637+128.9% |
| Participant deferral / active EE | $10,360 | $7,143+45.0% | $10,408-0.5% | $4,528+128.8% |
| Admin fee / account holder | $271 | $234+15.8% | $12,815-97.9% | $348-22.0% |