Filed October 31, 2013
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 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,345 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,344 |
DUNCAN & HALEY LTD2 years Filed as: DUNCAN & HALEY, LTD. Service code 27 · EIN 02-0532349 | Advisory (Plan) | $9,980 |
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 | $69,067 | $84,487-18.3% | $125,339-44.9% | $66,914+3.2% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -17.37% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,188 | $3,553-10.3% | $4,814-33.8% | $2,544+25.3% |
| Participant deferral / active EE | $5,829 | $6,781-14.0% | $7,446-21.7% | $4,237+37.6% |
| Admin fee / account holder | $180 | $685-73.7% | $10,010-98.2% | $593-69.6% |