Filed November 24, 2003
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,354 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $25,672 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 49 · EIN 04-2530412 | Other Services | $18,281 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,647 |
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 | $68,939 | $65,592+5.1% | $90,160-23.5% | $69,631-1.0% |
| Participation rate | 74.9% | 77.6%-2.7pp | 76.9%-1.9pp | 70.7%+4.2pp |
| Annual return | 18.14% | 57.10%-39.0pp | 34.88%-16.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,736 | $2,193+24.8% | $3,318-17.5% | $2,032+34.6% |
| Participant deferral / active EE | $6,333 | $5,257+20.5% | $5,288+19.8% | $3,224+96.4% |
| Admin fee / account holder | $128 | $86+49.2% | $5,943-97.8% | $110+15.8% |