Filed February 8, 2017
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,079 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,384 | $52,293-47.6% | $178,490-84.7% | $73,409-62.7% |
| Participation rate | 37.1% | 65.3%-28.3pp | 81.9%-44.8pp | 72.2%-35.1pp |
| Annual return | 17.59% | 34.75%-17.2pp | 151.07%-133.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $132 | $1,735-92.4% | $5,011-97.4% | $2,234-94.1% |
| Participant deferral / active EE | $766 | $2,332-67.2% | $5,202-85.3% | $3,805-79.9% |
| Admin fee / account holder | $67 | $127-47.0% | $13,984-99.5% | $158-57.3% |