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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,759 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,357 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,643 |
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 | $105,398 | $78,419+34.4% | $133,956-21.3% | $73,409+43.6% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.8%+15.6pp | 72.2%+23.3pp |
| Annual return | 14.05% | 33.35%-19.3pp | 45.09%-31.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,820 | $2,044+38.0% | $3,919-28.0% | $2,234+26.3% |
| Participant deferral / active EE | $7,800 | $3,925+98.7% | $5,048+54.5% | $3,805+105.0% |
| Admin fee / account holder | $240 | $161+48.9% | $8,927-97.3% | $158+52.2% |