Filed September 18, 2018 (most recent of 4 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,722 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,986 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $9,882 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $7,065 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,389 | $66,124+104.7% | $90,404+49.8% | $73,488+84.2% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 14.20% | 17.65%-3.5pp | 1293.02%-1278.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $7,234 | $2,346+208.3% | $3,262+121.8% | $2,270+218.6% |
| Participant deferral / active EE | $10,769 | $3,039+254.4% | $3,963+171.7% | $3,740+188.0% |
| Admin fee / account holder | $182 | $396-54.1% | $5,611-96.8% | $513-64.6% |