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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,376 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
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 | $70,962 | $62,267+14.0% | $110,238-35.6% | $55,725+27.3% |
| Participation rate | 83.5% | 78.1%+5.4pp | 79.8%+3.7pp | 70.9%+12.7pp |
| Annual return | -4.08% | -1.07%-3.0pp | 314.74%-318.8pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,602 | $1,941-17.5% | $3,826-58.1% | $2,078-22.9% |
| Participant deferral / active EE | $4,970 | $3,516+41.3% | $4,672+6.4% | $3,356+48.1% |
| Admin fee / account holder | $214 | $121+76.8% | $8,547-97.5% | $115+85.6% |