Filed September 17, 1992 (most recent of 2 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,208 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,000 |
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 | $61,558 | $35,485+73.5% | $74,550-17.4% | $55,725+10.5% |
| Participation rate | 99.2% | 62.5%+36.7pp | 69.1%+30.0pp | 70.9%+28.3pp |
| Annual return | -3.59% | 0.72%-4.3pp | 32.53%-36.1pp | 244.93%-248.5pp |
| Employer contribution / active EE | $1,927 | $777+147.9% | $1,961-1.7% | $2,078-7.3% |
| Participant deferral / active EE | $3,864 | $2,181+77.2% | $3,108+24.3% | $3,356+15.2% |
| Admin fee / account holder | $187 | $114+63.4% | $5,060-96.3% | $115+62.2% |