Filed November 8, 2012 (most recent of 3 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,380 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $65,000 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $14,603 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,755 | $89,808+153.6% | $100,391+126.9% | $77,643+193.3% |
| Participation rate | 98.9% | 81.2%+17.7pp | 81.5%+17.4pp | 70.6%+28.3pp |
| Annual return | 13.61% | 20.62%-7.0pp | 49.20%-35.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $5,898 | $3,039+94.1% | $3,942+49.6% | $2,726+116.4% |
| Participant deferral / active EE | $13,344 | $8,284+61.1% | $8,082+65.1% | $4,647+187.1% |
| Admin fee / account holder | $311 | $174+78.1% | $7,899-96.1% | $430-27.8% |