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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,775 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,500 |
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 | $62,779 | $46,722+34.4% | $130,648-51.9% | $65,185-3.7% |
| Participation rate | 70.5% | 60.9%+9.5pp | 71.7%-1.3pp | 70.2%+0.3pp |
| Annual return | 20.18% | 24.17%-4.0pp | 1708.96%-1688.8pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,841 | $1,488+23.8% | $4,092-55.0% | $2,177-15.4% |
| Participant deferral / active EE | $2,580 | $2,545+1.4% | $3,603-28.4% | $3,514-26.6% |
| Admin fee / account holder | $238 | $453-47.4% | $5,464-95.6% | $847-71.9% |