Filed August 20, 2013 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,660 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $33,583 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,913 | $100,227-62.2% | $169,993-77.7% | $74,419-49.1% |
| Participation rate | 93.5% | 87.3%+6.2pp | 87.0%+6.5pp | 70.7%+22.8pp |
| Annual return | 19.33% | 66.08%-46.8pp | 53.37%-34.0pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,556 | $4,263-40.1% | $6,785-62.3% | $2,637-3.1% |
| Participant deferral / active EE | $3,780 | $7,143-47.1% | $10,408-63.7% | $4,528-16.5% |
| Admin fee / account holder | $144 | $234-38.7% | $12,815-98.9% | $348-58.7% |