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) | $37,950 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,968 | $99,985+47.0% | $146,665+0.2% | $85,850+71.2% |
| Participation rate | 92.1% | 73.1%+19.1pp | 80.1%+12.1pp | 69.3%+22.8pp |
| Annual return | 13.82% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,973 | $2,559-22.9% | $4,136-52.3% | $2,565-23.1% |
| Participant deferral / active EE | $7,118 | $4,006+77.7% | $5,506+29.3% | $3,952+80.1% |
| Admin fee / account holder | $23 | $7,702-99.7% | $10,280-99.8% | $6,260-99.6% |