See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,816 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 | Advisory (Plan) | $69,453 |
CHERRY BEKAERT LLP6 years Service code 10 · EIN 56-0574444 | Accounting | $26,000 |
Service code 49 · EIN 13-3601506 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Other Services | $17,600 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,529 | $84,487+111.3% | $125,339+42.4% | $66,914+166.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.98% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $14,720 | $3,553+314.3% | $4,814+205.8% | $2,544+478.6% |
| Participant deferral / active EE | $15,414 | $6,781+127.3% | $7,446+107.0% | $4,237+263.8% |
| Admin fee / account holder | $625 | $685-8.7% | $10,010-93.8% | $593+5.4% |