Filed April 5, 2007
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $171,898 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $78,294 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,428 | $130,224-29.8% | $197,124-53.6% | $79,634+14.8% |
| Participation rate | 94.1% | 87.8%+6.3pp | 86.7%+7.4pp | 62.5%+31.7pp |
| Annual return | 16.55% | 23.65%-7.1pp | 44.34%-27.8pp | 36.46%-19.9pp |
| Employer contribution / active EE | $2,743 | $4,314-36.4% | $6,227-56.0% | $2,529+8.5% |
| Participant deferral / active EE | $5,222 | $7,378-29.2% | $9,135-42.8% | $3,835+36.2% |
| Admin fee / account holder | $323 | $254+26.7% | $16,298-98.0% | $1,002-67.8% |