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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,204 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $29,698 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $26,533 |
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 | $121,383 | $58,320+108.1% | $86,436+40.4% | $66,914+81.4% |
| Participation rate | 93.2% | 78.6%+14.6pp | 80.3%+12.9pp | 69.8%+23.4pp |
| Annual return | -15.54% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,488 | $2,615-4.9% | $3,769-34.0% | $2,544-2.2% |
| Participant deferral / active EE | $8,836 | $6,899+28.1% | $6,952+27.1% | $4,237+108.6% |
| Admin fee / account holder | $519 | $546-4.9% | $6,731-92.3% | $593-12.5% |