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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,152 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,835 | $61,156-20.1% | $185,823-73.7% | $79,386-38.5% |
| Participation rate | 63.9% | 66.6%-2.7pp | 81.7%-17.8pp | 70.7%-6.8pp |
| Annual return | 9.14% | 19.45%-10.3pp | 122.05%-112.9pp | 116.85%-107.7pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,256 | $2,789-19.1% | $5,568-59.5% | $4,046-44.2% |
| Admin fee / account holder | $222 | $710-68.7% | $16,237-98.6% | $626-64.6% |