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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,536 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,011 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,989 |
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 | $85,342 | $64,286+32.8% | $90,951-6.2% | $73,409+16.3% |
| Participation rate | 99.0% | 63.6%+35.4pp | 69.0%+30.0pp | 72.2%+26.8pp |
| Annual return | 16.46% | 21.45%-5.0pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,474 | $895+288.3% | $2,122+63.7% | $2,234+55.5% |
| Participant deferral / active EE | $4,387 | $2,453+78.8% | $3,373+30.1% | $3,805+15.3% |
| Admin fee / account holder | $198 | $287-30.9% | $5,959-96.7% | $158+25.7% |