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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,322 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $72,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,534 | $129,021+28.3% | $184,203-10.1% | $77,643+113.2% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 16.43% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $6,139 | $4,413+39.1% | $6,427-4.5% | $2,726+125.2% |
| Participant deferral / active EE | $10,460 | $7,297+43.3% | $9,131+14.5% | $4,647+125.1% |
| Admin fee / account holder | $308 | $254+21.4% | $13,901-97.8% | $430-28.4% |