Filed June 15, 2008
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 |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $25,614 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,514 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,643 |
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 | $87,348 | $107,378-18.7% | $108,579-19.6% | $57,658+51.5% |
| Participation rate | 87.5% | 77.1%+10.4pp | 79.6%+8.0pp | 70.2%+17.3pp |
| Annual return | 6.20% | 12.80%-6.6pp | -51.70%+57.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,322 | $1,782-25.8% | $3,758-64.8% | $1,974-33.0% |
| Participant deferral / active EE | $3,780 | $3,221+17.4% | $4,311-12.3% | $3,061+23.5% |
| Admin fee / account holder | $136 | $108+25.4% | $7,645-98.2% | $95+44.0% |