See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,344 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,970 |
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 | $47,202 | $101,523-53.5% | $141,162-66.6% | $77,787-39.3% |
| Participation rate | 91.4% | 77.4%+14.1pp | 82.5%+9.0pp | 73.2%+18.2pp |
| Annual return | 33.72% | 56.22%-22.5pp | 71.39%-37.7pp | 32.57%+1.1pp |
| Employer contribution / active EE | $3,621 | $3,341+8.4% | $4,735-23.5% | $2,504+44.6% |
| Participant deferral / active EE | $8,066 | $6,434+25.4% | $6,709+20.2% | $3,967+103.3% |
| Admin fee / account holder | $129 | $92+41.2% | $10,261-98.7% | $100+29.2% |