Filed November 22, 2017
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,531 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,018 |
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 | $69,927 | $73,102-4.3% | $123,544-43.4% | $56,287+24.2% |
| Participation rate | 76.9% | 74.3%+2.6pp | 82.3%-5.4pp | 69.9%+7.1pp |
| Annual return | -3.03% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,446 | $2,977-17.8% | $4,628-47.1% | $2,111+15.9% |
| Participant deferral / active EE | $8,033 | $5,423+48.1% | $6,426+25.0% | $3,350+139.8% |
| Admin fee / account holder | $263 | $554-52.5% | $9,284-97.2% | $521-49.5% |