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) | $29,379 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,508 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,288 | $86,655+25.0% | $119,609-9.5% | $66,914+61.8% |
| Participation rate | 97.0% | 75.6%+21.5pp | 79.3%+17.8pp | 69.8%+27.2pp |
| Annual return | -19.86% | -8.00%-11.9pp | -14.97%-4.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $2,354 | $2,536-7.2% | $4,232-44.4% | $2,544-7.5% |
| Participant deferral / active EE | $6,783 | $4,358+55.6% | $5,602+21.1% | $4,237+60.1% |
| Admin fee / account holder | $18 | $755-97.6% | $10,323-99.8% | $593-96.9% |