Filed March 11, 2025 (most recent of 5 filings on file)
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 | $1,740,125 |
Filed as: PUTNAM ADVISORY Service code 27 · EIN 04-3543039 | Advisory (Plan) | $384,186 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $86,946 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,550 |
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 | $90,797 | $106,382-14.6% | $81,382+11.6% | $106,382-14.6% |
| Participation rate | 97.7% | 69.9%+27.9pp | 69.5%+28.2pp | 69.9%+27.9pp |
| Annual return | 12.58% | 17.37%-4.8pp | 24.73%-12.2pp | 17.37%-4.8pp |
| Employer contribution / active EE | $2,140 | $3,364-36.4% | $2,463-13.1% | $3,364-36.4% |
| Participant deferral / active EE | $5,655 | $5,569+1.6% | $3,883+45.6% | $5,569+1.6% |
| Admin fee / account holder | $108 | $79+36.5% | $5,768-98.1% | $79+36.5% |