Filed December 18, 1992
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,213 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,900 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $16,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,210 | $47,898+59.1% | $117,472-35.1% | $64,808+17.6% |
| Participation rate | 35.2% | 61.9%-26.7pp | 70.6%-35.4pp | 71.5%-36.3pp |
| Annual return | -15.84% | -15.54%-0.3pp | 29.74%-45.6pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,354 | $1,774-23.7% | $4,176-67.6% | $2,506-46.0% |
| Participant deferral / active EE | $1,717 | $3,151-45.5% | $4,070-57.8% | $4,310-60.2% |
| Admin fee / account holder | $196 | $132+48.9% | $5,645-96.5% | $188+4.5% |