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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,483 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,372 |
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 | $42,933 | $63,156-32.0% | $122,332-64.9% | $62,292-31.1% |
| Participation rate | 94.6% | 60.0%+34.6pp | 71.6%+22.9pp | 69.5%+25.1pp |
| Annual return | 19.76% | 20.61%-0.9pp | 30.27%-10.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $911 | $1,385-34.2% | $4,050-77.5% | $2,042-55.4% |
| Participant deferral / active EE | $2,917 | $2,321+25.7% | $3,287-11.3% | $3,169-8.0% |
| Admin fee / account holder | $202 | $440-54.1% | $5,478-96.3% | $479-57.9% |