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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,575 |
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $13,164 |
PASCUZZI, ROBERT S.3+ years Service code 49 CREATIVE PLANNING INC · LEAWOOD, KS 662112611 | Other Services | $11,605 |
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 | $72,602 | $80,753-10.1% | $136,294-46.7% | $62,292+16.6% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 26.02% | 35.83%-9.8pp | 5155.94%-5129.9pp | 28.90%-2.9pp |
| Employer contribution / active EE | $2,134 | $2,884-26.0% | $4,695-54.5% | $2,042+4.5% |
| Participant deferral / active EE | $6,600 | $5,164+27.8% | $6,247+5.6% | $3,169+108.3% |
| Admin fee / account holder | $178 | $525-66.2% | $9,243-98.1% | $479-62.9% |