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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,713 |
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 | $48,057 | $44,221+8.7% | $121,196-60.3% | $56,287-14.6% |
| Participation rate | 82.2% | 61.1%+21.2pp | 71.7%+10.5pp | 69.9%+12.4pp |
| Annual return | -6.42% | -3.58%-2.8pp | 16.93%-23.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,138 | $1,480+44.5% | $4,022-46.8% | $2,111+1.3% |
| Participant deferral / active EE | $2,660 | $2,521+5.5% | $3,344-20.5% | $3,350-20.6% |
| Admin fee / account holder | $187 | $480-61.1% | $5,019-96.3% | $521-64.2% |