Filed April 20, 2004
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,659 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,391 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,081 | $86,332+18.2% | $125,175-18.4% | $65,185+56.6% |
| Participation rate | 90.7% | 75.3%+15.4pp | 79.8%+11.0pp | 70.2%+20.5pp |
| Annual return | 25.06% | 27.43%-2.4pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,460 | $2,040-28.4% | $3,865-62.2% | $2,177-32.9% |
| Participant deferral / active EE | $5,328 | $3,537+50.6% | $4,937+7.9% | $3,514+51.6% |
| Admin fee / account holder | $41 | $609-93.2% | $9,702-99.6% | $847-95.1% |