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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,616 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,076 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $162,897 | $79,013+106.2% | $100,391+62.3% | $74,495+118.7% |
| Participation rate | 89.7% | 79.5%+10.2pp | 81.5%+8.2pp | 67.2%+22.5pp |
| Annual return | 13.47% | 20.41%-6.9pp | 49.20%-35.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,670 | $3,021-11.6% | $3,942-32.3% | $2,623+1.8% |
| Participant deferral / active EE | $9,214 | $7,760+18.7% | $8,082+14.0% | $4,346+112.0% |
| Admin fee / account holder | $596 | $1,320-54.8% | $7,899-92.5% | $1,942-69.3% |