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 | $119,744 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,978 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,891 | $88,874-54.0% | $123,544-66.9% | $75,289-45.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.3%+5.2pp | 72.4%+15.1pp |
| Annual return | 15.54% | 4.22%+11.3pp | 119.20%-103.7pp | -0.04%+15.6pp |
| Employer contribution / active EE | $3,164 | $3,256-2.8% | $4,628-31.6% | $2,405+31.6% |
| Participant deferral / active EE | $7,088 | $6,174+14.8% | $6,426+10.3% | $3,739+89.6% |
| Admin fee / account holder | $135 | $95+42.3% | $9,284-98.6% | $102+31.5% |