Filed April 6, 2022 (most recent of 2 filings on file)
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,961 |
Filed as: KESTRA ADVISOTY SERVICES, LLC Service code 27 | Advisory (Plan) | $31,139 |
Filed as: MERRILL LYNCH FENNER & SMITH Service code 17 · EIN 13-5674085 | Pension Consulting | $7,126 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
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 | $76,931 | $89,904-14.4% | $453,369-83.0% | $86,799-11.4% |
| Participation rate | 72.3% | 75.7%-3.4pp | 78.0%-5.7pp | 72.3%0pp |
| Annual return | 72.00% | 19.72%+52.3pp | 64.40%+7.6pp | 97.91%-25.9pp |
| Employer contribution / active EE | $3,846 | $3,279+17.3% | $4,070-5.5% | $2,405+59.9% |
| Participant deferral / active EE | $9,350 | $5,114+82.8% | $6,209+50.6% | $4,131+126.3% |
| Admin fee / account holder | $194 | $156+24.8% | $11,209-98.3% | $170+14.6% |