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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,549 |
CREATIVE PLANNING LLC4+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $51,786 |
MORNINGSTAR4+ 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 | $51,179 | $131,799-61.2% | $200,582-74.5% | $85,563-40.2% |
| Participation rate | 95.9% | 87.9%+8.0pp | 86.9%+9.1pp | 66.0%+30.0pp |
| Annual return | 17.11% | 21.59%-4.5pp | 42.33%-25.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,974 | $4,532-34.4% | $6,419-53.7% | $2,654+12.1% |
| Participant deferral / active EE | $4,495 | $7,702-41.6% | $9,331-51.8% | $4,375+2.7% |
| Admin fee / account holder | $195 | $235-16.9% | $16,305-98.8% | $834-76.6% |