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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,317 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $67,235 |
Filed as: UNIGLOBAL PENSION PLANNING Service code 27 | Advisory (Plan) | $20,848 |
MATTHEWS CARTER & BOYCE PC2 years Filed as: MATTHEWS, CARTER & BOYCE Service code 10 · EIN 54-1487262 | Accounting | $20,000 |
Filed as: SIGNATURE ESTATE & INVESTMENT ADVIS Service code 27 | Advisory (Plan) | $10,240 |
Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $0 |
Service code 49 · EIN 13-3601506 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,633 | $101,317+155.3% | $146,958+76.0% | $74,495+247.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.87% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $16,322 | $3,810+328.4% | $4,933+230.9% | $2,623+522.3% |
| Participant deferral / active EE | $18,876 | $7,303+158.5% | $8,070+133.9% | $4,346+334.3% |
| Admin fee / account holder | $870 | $1,739-50.0% | $12,998-93.3% | $1,942-55.2% |