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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,242 |
CREATIVE PLANNING LLC8+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $89,415 |
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 | $99,505 | $84,487+17.8% | $125,339-20.6% | $66,914+48.7% |
| Participation rate | 96.9% | 76.4%+20.5pp | 82.4%+14.6pp | 69.8%+27.1pp |
| Annual return | -15.70% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,047 | $3,553-42.4% | $4,814-57.5% | $2,544-19.5% |
| Participant deferral / active EE | $8,689 | $6,781+28.1% | $7,446+16.7% | $4,237+105.1% |
| Admin fee / account holder | $649 | $685-5.3% | $10,010-93.5% | $593+9.4% |