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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $33,822 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,708 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,991 | $91,407-20.1% | $135,903-46.3% | $71,457+2.1% |
| Participation rate | 97.5% | 75.7%+21.8pp | 81.9%+15.6pp | 67.9%+29.5pp |
| Annual return | 15.28% | 29.90%-14.6pp | 68.23%-52.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,589 | $3,703+23.9% | $4,856-5.5% | $2,588+77.3% |
| Participant deferral / active EE | $5,542 | $7,092-21.9% | $7,758-28.6% | $4,289+29.2% |
| Admin fee / account holder | $216 | $1,266-82.9% | $10,762-98.0% | $1,587-86.4% |