See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,887 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $13,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,060 | $64,909-16.7% | $82,313-34.3% | $62,292-13.2% |
| Participation rate | 73.0% | 74.9%-1.9pp | 76.9%-3.9pp | 69.5%+3.5pp |
| Annual return | 20.94% | 21.18%-0.2pp | 25.88%-4.9pp | 28.90%-8.0pp |
| Employer contribution / active EE | $960 | $1,676-42.7% | $2,428-60.5% | $2,042-53.0% |
| Participant deferral / active EE | $2,935 | $3,103-5.4% | $3,706-20.8% | $3,169-7.4% |
| Admin fee / account holder | $178 | $440-59.5% | $5,608-96.8% | $479-62.9% |