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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.
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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,589 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $61,613 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $18,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,492 | $44,897+25.8% | $84,966-33.5% | $199,593-71.7% |
| Participation rate | 27.0% | 45.7%-18.7pp | 67.5%-40.5pp | 72.0%-45.0pp |
| Annual return | 18.18% | 20.96%-2.8pp | 66.38%-48.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $1,020 | $1,365-25.3% | $2,727-62.6% | $3,034-66.4% |
| Participant deferral / active EE | $1,932 | $2,668-27.6% | $4,519-57.3% | $5,087-62.0% |
| Admin fee / account holder | $253 | $584-56.8% | $6,149-95.9% | $269-6.0% |