Filed May 31, 2017 (most recent of 2 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,265 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,909 | $50,982-17.8% | $154,803-72.9% | $85,563-51.0% |
| Participation rate | 98.8% | 59.8%+39.0pp | 78.1%+20.7pp | 66.0%+32.8pp |
| Annual return | 14.56% | 30.35%-15.8pp | 58.88%-44.3pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,280 | $1,708+33.4% | $4,305-47.1% | $2,654-14.1% |
| Participant deferral / active EE | $4,741 | $2,474+91.6% | $5,540-14.4% | $4,375+8.4% |
| Admin fee / account holder | $222 | $846-73.8% | $14,329-98.5% | $834-73.4% |