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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,477 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $33,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,027 | $57,570+51.2% | $121,098-28.1% | $80,160+8.6% |
| Participation rate | 33.2% | 58.8%-25.6pp | 69.5%-36.3pp | 72.9%-39.8pp |
| Annual return | 19.75% | 20.42%-0.7pp | 985.75%-966.0pp | 40.38%-20.6pp |
| Employer contribution / active EE | $1,798 | $2,119-15.1% | $4,164-56.8% | $2,978-39.6% |
| Participant deferral / active EE | $1,916 | $3,092-38.0% | $4,080-53.0% | $5,017-61.8% |
| Admin fee / account holder | $210 | $121+73.4% | $5,644-96.3% | $145+45.0% |