Filed October 22, 2019 (most recent of 2 filings on file)
Total covered: 45 employees
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,568 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,955 |
THE RETIREMENT ADVANTAGE INC4+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $23,259 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,854 | $65,118+71.8% | $76,768+45.7% | $55,725+100.7% |
| Participation rate | 91.5% | 79.6%+11.9pp | 77.0%+14.5pp | 70.9%+20.6pp |
| Annual return | -5.75% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,791 | $1,941+43.8% | $2,485+12.3% | $2,078+34.3% |
| Participant deferral / active EE | $5,926 | $3,688+60.7% | $3,852+53.8% | $3,356+76.6% |
| Admin fee / account holder | $184 | $116+59.1% | $6,675-97.2% | $115+60.0% |