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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,034 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $51,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,067 | $79,171+140.1% | $102,423+85.6% | $74,495+155.1% |
| Participation rate | 75.9% | 74.8%+1.1pp | 76.5%-0.6pp | 67.2%+8.7pp |
| Annual return | 13.42% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,019 | $2,362-14.5% | $3,023-33.2% | $2,623-23.0% |
| Participant deferral / active EE | $5,999 | $4,415+35.9% | $5,053+18.7% | $4,346+38.0% |
| Admin fee / account holder | $768 | $2,001-61.6% | $9,451-91.9% | $1,942-60.5% |