See peer percentile detail with Solo.
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.
See the 3-year trajectory with Solo.
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,998 |
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,829 | $35,197-49.3% | $53,898-66.9% | $102,872-82.7% |
| Participation rate | 26.0% | 29.6%-3.5pp | 55.0%-28.9pp | 73.0%-47.0pp |
| Annual return | 23.94% | 17.55%+6.4pp | 528.60%-504.7pp | 19.06%+4.9pp |
| Employer contribution / active EE | $500 | $713-29.8% | $932-46.3% | $3,526-85.8% |
| Participant deferral / active EE | $1,241 | $1,333-6.9% | $1,826-32.0% | $5,535-77.6% |
| Admin fee / account holder | $133 | $834-84.1% | $2,491-94.7% | $292-54.6% |