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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,782 |
CREATIVE PLANNING LLC5+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $30,909 |
PASCUZZI, ROBERT S.5+ years Service code 49 CREATIVE PLANNING INC · OVERLAND PARK, KS 662111218 | Other Services | $6,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,892 | $89,652-0.8% | $141,162-37.0% | $65,185+36.4% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.5%+14.7pp | 70.2%+27.0pp |
| Annual return | 30.99% | 32.79%-1.8pp | 71.39%-40.4pp | 29.38%+1.6pp |
| Employer contribution / active EE | $2,390 | $3,065-22.0% | $4,735-49.5% | $2,177+9.8% |
| Participant deferral / active EE | $8,811 | $5,691+54.8% | $6,709+31.3% | $3,514+150.8% |
| Admin fee / account holder | $362 | $569-36.3% | $10,261-96.5% | $847-57.2% |