Filed June 28, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,996 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,961 |
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 | $54,032 | $63,156-14.4% | $122,332-55.8% | $62,292-13.3% |
| Participation rate | 86.1% | 60.0%+26.1pp | 71.6%+14.5pp | 69.5%+16.6pp |
| Annual return | 15.89% | 20.61%-4.7pp | 30.27%-14.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $3,124 | $1,385+125.6% | $4,050-22.9% | $2,042+53.0% |
| Participant deferral / active EE | $1,602 | $2,321-31.0% | $3,287-51.3% | $3,169-49.4% |
| Admin fee / account holder | $174 | $440-60.4% | $5,478-96.8% | $479-63.6% |