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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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $185,408 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $20,140 |
CREATIVE PLANNING LLC1 year 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,455 | $100,923+448.4% | $150,045+268.9% | $74,304+644.9% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 12.12% | 51.77%-39.6pp | 62.55%-50.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $14,748 | $3,463+325.8% | $4,693+214.2% | $2,241+558.0% |
| Participant deferral / active EE | $11,432 | $6,709+70.4% | $7,997+43.0% | $3,767+203.5% |
| Admin fee / account holder | $687 | $2,767-75.2% | $13,435-94.9% | $2,969-76.9% |