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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $194,800 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $76,992 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,439 | $88,890+53.5% | $102,423+33.2% | $77,643+75.7% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.5pp |
| Annual return | 14.75% | 24.98%-10.2pp | 29.32%-14.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,537 | $2,698-6.0% | $3,023-16.1% | $2,726-6.9% |
| Participant deferral / active EE | $8,261 | $5,145+60.6% | $5,053+63.5% | $4,647+77.8% |
| Admin fee / account holder | $218 | $235-7.3% | $9,451-97.7% | $430-49.3% |