Filed February 24, 2011
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,409 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,667 |
Service code 49 · EIN 74-2794194 | Other Services | $3,939 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,470 | $71,666+6.7% | $117,854-35.1% | $69,631+9.8% |
| Participation rate | 91.7% | 77.5%+14.2pp | 79.7%+12.0pp | 70.7%+21.0pp |
| Annual return | 17.91% | 18.86%-0.9pp | 335.08%-317.2pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,608 | $1,889-14.9% | $3,786-57.5% | $2,032-20.9% |
| Participant deferral / active EE | $5,123 | $3,340+53.4% | $4,482+14.3% | $3,224+58.9% |
| Admin fee / account holder | $94 | $120-21.8% | $8,020-98.8% | $110-14.8% |