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) | $30,763 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,900 |
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 | $133,339 | $91,552+45.6% | $133,956-0.5% | $79,858+67.0% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | 19.11% | 61.85%-42.7pp | 45.09%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,587 | $2,384-33.4% | $3,919-59.5% | $2,471-35.8% |
| Participant deferral / active EE | $6,190 | $3,733+65.8% | $5,048+22.6% | $3,740+65.5% |
| Admin fee / account holder | $28 | $6,321-99.5% | $8,927-99.7% | $5,306-99.5% |