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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,259 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 13 · EIN 43-1270780 | Contract Administrator | $19,959 |
PASCUZZI, ROBERT S.4+ years Service code 49 CREATIVE PLANNING INC · OVERLAND PARK, KS 662111218 | Other Services | $14,060 |
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 | $66,967 | $73,102-8.4% | $123,544-45.8% | $56,287+19.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.89% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,310 | $2,977-22.4% | $4,628-50.1% | $2,111+9.4% |
| Participant deferral / active EE | $7,823 | $5,423+44.3% | $6,426+21.8% | $3,350+133.5% |
| Admin fee / account holder | $220 | $554-60.2% | $9,284-97.6% | $521-57.7% |