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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,011 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,993 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,602 | $60,323+128.1% | $81,812+68.2% | $74,495+84.7% |
| Participation rate | 75.3% | 62.9%+12.4pp | 72.3%+3.0pp | 67.2%+8.1pp |
| Annual return | 13.35% | 16.90%-3.6pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,998 | $2,620+52.6% | $2,912+37.3% | $2,623+52.4% |
| Participant deferral / active EE | $8,047 | $3,387+137.6% | $4,319+86.3% | $4,346+85.2% |
| Admin fee / account holder | $193 | $1,486-87.0% | $7,386-97.4% | $1,942-90.1% |