Filed January 6, 2006 (most recent of 2 filings on file)
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 | $165,795 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $64,546 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,261 | $99,078+27.4% | $96,544+30.8% | $74,419+69.7% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.6pp |
| Annual return | 18.54% | 22.48%-3.9pp | 25.84%-7.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,428 | $2,570-5.5% | $2,965-18.1% | $2,637-7.9% |
| Participant deferral / active EE | $7,697 | $4,933+56.0% | $4,851+58.7% | $4,528+70.0% |
| Admin fee / account holder | $200 | $225-10.8% | $8,252-97.6% | $348-42.4% |