Filed April 28, 2007
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,257 |
PASCUZZI, ROBERT S.1+ years Service code 49 CREATIVE PLANNING INC · LEAWOOD, KS 662112611 | Other Services | $10,266 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,327 |
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 | $55,858 | $70,002-20.2% | $115,037-51.4% | $52,331+6.7% |
| Participation rate | 95.5% | 72.1%+23.4pp | 81.4%+14.2pp | 68.1%+27.4pp |
| Annual return | 9.69% | 4.04%+5.7pp | 26.14%-16.4pp | 4.54%+5.2pp |
| Employer contribution / active EE | $1,799 | $2,715-33.7% | $4,608-61.0% | $1,882-4.4% |
| Participant deferral / active EE | $6,082 | $4,920+23.6% | $6,026+0.9% | $3,022+101.2% |
| Admin fee / account holder | $196 | $566-65.4% | $8,175-97.6% | $592-66.9% |