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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $402,451 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $124,255 |
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 | $22,519 | $57,610-60.9% | $154,803-85.5% | $102,872-78.1% |
| Participation rate | 96.6% | 59.5%+37.2pp | 78.1%+18.6pp | 73.0%+23.6pp |
| Annual return | 29.42% | 30.49%-1.1pp | 58.88%-29.5pp | 19.06%+10.4pp |
| Employer contribution / active EE | $1,383 | $1,883-26.6% | $4,305-67.9% | $3,526-60.8% |
| Participant deferral / active EE | $4,068 | $2,914+39.6% | $5,540-26.6% | $5,535-26.5% |
| Admin fee / account holder | $139 | $368-62.2% | $14,329-99.0% | $292-52.4% |