See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,595 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,336 | $86,338-48.6% | $91,989-51.8% | $77,787-43.0% |
| Participation rate | 99.1% | 82.9%+16.2pp | 78.6%+20.5pp | 73.2%+25.9pp |
| Annual return | 27.63% | 29.65%-2.0pp | 69.02%-41.4pp | 32.57%-4.9pp |
| Employer contribution / active EE | $3,067 | $2,988+2.7% | $3,452-11.2% | $2,504+22.5% |
| Participant deferral / active EE | $7,737 | $6,908+12.0% | $5,923+30.6% | $3,967+95.0% |
| Admin fee / account holder | $129 | $79+62.6% | $7,743-98.3% | $100+29.0% |