Filed June 1, 2022
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 |
|---|---|---|
PRINCIPLE LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,902 |
Service code 49 · EIN 74-2794194 | Other Services | $30,041 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,333 |
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 | $76,588 | $50,637+51.3% | $86,590-11.6% | $62,292+22.9% |
| Participation rate | 90.8% | 67.9%+22.9pp | 73.5%+17.2pp | 69.5%+21.2pp |
| Annual return | 19.06% | 20.80%-1.7pp | 964.84%-945.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $8,514 | $2,075+310.3% | $2,839+199.9% | $2,042+316.9% |
| Participant deferral / active EE | $5,770 | $2,611+121.0% | $3,609+59.9% | $3,169+82.1% |
| Admin fee / account holder | $257 | $413-37.9% | $4,906-94.8% | $479-46.5% |