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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,832 |
CREATIVE PLANNING LLC6+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $60,977 |
CREATIVE PLANNING LLC5+ years Filed as: CREATIVE PLANNING SERVICES INC Service code 49 · EIN 20-3801104 | Other Services | $3,452 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,589 | $56,152-6.3% | $185,823-71.7% | $73,409-28.4% |
| Participation rate | 95.0% | 67.6%+27.4pp | 78.0%+16.9pp | 72.2%+22.8pp |
| Annual return | 15.77% | 17.59%-1.8pp | 35.95%-20.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,060 | $1,532+34.5% | $4,087-49.6% | $2,234-7.8% |
| Participant deferral / active EE | $3,802 | $3,659+3.9% | $5,632-32.5% | $3,805-0.1% |
| Admin fee / account holder | $233 | $132+76.3% | $9,500-97.5% | $158+47.4% |