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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,384 |
CREATIVE PLANNING LLC7+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $89,461 |
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 | $122,167 | $104,475+16.9% | $159,436-23.4% | $79,386+53.9% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 23.49% | 67.95%-44.5pp | 263.57%-240.1pp | 116.85%-93.4pp |
| Employer contribution / active EE | $2,566 | $3,417-24.9% | $4,829-46.9% | $2,427+5.7% |
| Participant deferral / active EE | $9,059 | $6,467+40.1% | $7,352+23.2% | $4,046+123.9% |
| Admin fee / account holder | $716 | $711+0.6% | $10,799-93.4% | $626+14.2% |