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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,663 |
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $43,945 |
MORNINGSTAR3+ 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.
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 | $43,261 | $129,021-66.5% | $184,203-76.5% | $77,643-44.3% |
| Participation rate | 96.4% | 87.3%+9.1pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 14.76% | 33.27%-18.5pp | 28.81%-14.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,831 | $4,413-35.8% | $6,427-55.9% | $2,726+3.9% |
| Participant deferral / active EE | $4,082 | $7,297-44.1% | $9,131-55.3% | $4,647-12.2% |
| Admin fee / account holder | $163 | $254-35.8% | $13,901-98.8% | $430-62.1% |