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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,983 |
CREATIVE PLANNING LLC9+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $91,321 |
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 | $118,400 | $91,407+29.5% | $135,903-12.9% | $71,457+65.7% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 20.74% | 29.90%-9.2pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,496 | $3,703-32.6% | $4,856-48.6% | $2,588-3.5% |
| Participant deferral / active EE | $9,800 | $7,092+38.2% | $7,758+26.3% | $4,289+128.5% |
| Admin fee / account holder | $639 | $1,266-49.5% | $10,762-94.1% | $1,587-59.7% |