Filed August 8, 2008
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,508 |
Filed as: KREATIV RETIREMENT PLAN SOLUTIONS Service code 27 · EIN 82-2520151 | Advisory (Plan) | $49,087 |
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 | $122,711 | $101,317+21.1% | $146,958-16.5% | $74,495+64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.94% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,314 | $3,810+13.2% | $4,933-12.5% | $2,623+64.5% |
| Participant deferral / active EE | $8,431 | $7,303+15.4% | $8,070+4.5% | $4,346+94.0% |
| Admin fee / account holder | $367 | $1,739-78.9% | $12,998-97.2% | $1,942-81.1% |