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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,592 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,606 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,483 |
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 | $128,761 | $51,197+151.5% | $82,719+55.7% | $66,914+92.4% |
| Participation rate | 84.5% | 67.8%+16.7pp | 72.6%+12.0pp | 69.8%+14.7pp |
| Annual return | -16.56% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $5,347 | $2,611+104.8% | $3,009+77.7% | $2,544+110.2% |
| Participant deferral / active EE | $11,059 | $3,458+219.8% | $4,395+151.6% | $4,237+161.0% |
| Admin fee / account holder | $473 | $416+13.8% | $5,329-91.1% | $593-20.3% |