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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,070 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,787 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,587 |
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 | $29,584 | $51,197-42.2% | $82,719-64.2% | $66,914-55.8% |
| Participation rate | 99.5% | 67.8%+31.7pp | 72.6%+26.9pp | 69.8%+29.7pp |
| Annual return | -17.94% | -9.64%-8.3pp | 701.18%-719.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,541 | $2,611-41.0% | $3,009-48.8% | $2,544-39.4% |
| Participant deferral / active EE | $4,178 | $3,458+20.8% | $4,395-4.9% | $4,237-1.4% |
| Admin fee / account holder | $206 | $416-50.5% | $5,329-96.1% | $593-65.4% |