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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,528 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,820 | $63,745+131.9% | $98,442+50.2% | $79,386+86.2% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 12.58% | 625.80%-613.2pp | 1492.73%-1480.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $7,996 | $2,557+212.7% | $2,960+170.1% | $2,427+229.4% |
| Participant deferral / active EE | $11,519 | $3,303+248.7% | $4,276+169.4% | $4,046+184.7% |
| Admin fee / account holder | $281 | $516-45.5% | $5,949-95.3% | $626-55.1% |