Filed January 1, 2012 (most recent of 2 filings on file)
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,276 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,707 |
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 | $35,325 | $63,745-44.6% | $98,442-64.1% | $79,386-55.5% |
| Participation rate | 98.1% | 69.9%+28.2pp | 73.3%+24.7pp | 70.7%+27.4pp |
| Annual return | 18.01% | 625.80%-607.8pp | 1492.73%-1474.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $1,514 | $2,557-40.8% | $2,960-48.8% | $2,427-37.6% |
| Participant deferral / active EE | $3,689 | $3,303+11.7% | $4,276-13.7% | $4,046-8.8% |
| Admin fee / account holder | $268 | $516-47.9% | $5,949-95.5% | $626-57.1% |