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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,513 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,000 |
ELLIOTT DAVIS, LLC6 years Filed as: ELLIOTT DAVIS DECOSIMO LLC Service code 10 · EIN 57-0381582 | Accounting | $12,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $439,160 | $84,487+419.8% | $125,339+250.4% | $66,914+556.3% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.1pp | 69.8%+29.7pp |
| Annual return | -16.70% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $12,346 | $3,553+247.5% | $4,814+156.5% | $2,544+385.3% |
| Participant deferral / active EE | $10,252 | $6,781+51.2% | $7,446+37.7% | $4,237+142.0% |
| Admin fee / account holder | $527 | $685-23.1% | $10,010-94.7% | $593-11.2% |