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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,033 |
CREATIVE PLANNING LLC6+ years Filed as: CREATIVE PLANNING INC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $72,143 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,952 | $99,957+9.0% | $149,696-27.2% | $73,488+48.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.28% | 53.87%-37.6pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,434 | $3,191-23.7% | $4,644-47.6% | $2,270+7.2% |
| Participant deferral / active EE | $9,195 | $6,073+51.4% | $6,842+34.4% | $3,740+145.9% |
| Admin fee / account holder | $587 | $551+6.5% | $9,309-93.7% | $513+14.3% |