See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,832 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,000 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
GCOM SOFTWARE LLC1 year Service code 49 · EIN 20-2902922 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,299 | $106,028-18.6% | $146,958-41.3% | $77,643+11.1% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 17.01% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $4,225 | $4,063+4.0% | $4,933-14.3% | $2,726+55.0% |
| Participant deferral / active EE | $10,265 | $7,990+28.5% | $8,070+27.2% | $4,647+120.9% |
| Admin fee / account holder | $182 | $337-46.2% | $12,998-98.6% | $430-57.8% |