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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,707 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $14,991 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,263 | $43,113-29.8% | $82,719-63.4% | $77,904-61.2% |
| Participation rate | 44.0% | 63.8%-19.8pp | 72.6%-28.6pp | 73.7%-29.7pp |
| Annual return | -7.45% | 2.60%-10.0pp | 701.18%-708.6pp | 12.21%-19.7pp |
| Employer contribution / active EE | $1,227 | $1,924-36.2% | $3,009-59.2% | $2,848-56.9% |
| Participant deferral / active EE | $2,353 | $3,057-23.0% | $4,395-46.5% | $4,806-51.0% |
| Admin fee / account holder | $115 | $102+12.3% | $5,329-97.8% | $133-13.4% |