Filed April 29, 2008 (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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,568 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $10,643 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,499 |
Service code 49 · EIN 74-2794194 | Other Services | $3,302 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $90,766 | $36,767+146.9% | $81,478+11.4% | $62,292+45.7% |
| Participation rate | 82.3% | 54.4%+27.9pp | 68.0%+14.4pp | 69.5%+12.8pp |
| Annual return | 18.35% | 173.80%-155.5pp | 38.78%-20.4pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,497 | $1,128+121.3% | $2,568-2.7% | $2,042+22.3% |
| Participant deferral / active EE | $4,720 | $2,111+123.6% | $3,537+33.5% | $3,169+48.9% |
| Admin fee / account holder | $211 | $797-73.6% | $4,561-95.4% | $479-56.0% |