Filed December 21, 2015 (most recent of 2 filings on file)
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,848 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,233 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,337 | $63,745+156.2% | $98,442+65.9% | $79,386+105.7% |
| Participation rate | 88.9% | 69.9%+19.0pp | 73.3%+15.6pp | 70.7%+18.2pp |
| Annual return | 14.10% | 625.80%-611.7pp | 1492.73%-1478.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $4,634 | $2,557+81.2% | $2,960+56.6% | $2,427+90.9% |
| Participant deferral / active EE | $11,032 | $3,303+234.0% | $4,276+158.0% | $4,046+172.7% |
| Admin fee / account holder | $535 | $516+3.8% | $5,949-91.0% | $626-14.6% |