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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,457 |
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 | $74,233 | $40,174+84.8% | $84,015-11.6% | $67,579+9.8% |
| Participation rate | 98.4% | 62.7%+35.7pp | 69.0%+29.4pp | 71.3%+27.1pp |
| Annual return | 22.02% | 25.82%-3.8pp | 71.31%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,324 | $808+187.8% | $1,983+17.2% | $2,148+8.2% |
| Participant deferral / active EE | $4,034 | $2,301+75.3% | $3,239+24.6% | $3,539+14.0% |
| Admin fee / account holder | $199 | $128+55.0% | $6,101-96.7% | $142+39.8% |