Filed April 13, 2001
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Service code 49 · EIN 74-2794194 | Other Services | $10,403 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,085 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,511 | $85,135+11.0% | $98,907-4.4% | $73,409+28.7% |
| Participation rate | 95.2% | 81.1%+14.0pp | 76.0%+19.1pp | 72.2%+23.0pp |
| Annual return | 10.71% | 19.14%-8.4pp | 196.43%-185.7pp | 59.29%-48.6pp |
| Employer contribution / active EE | $1,192 | $2,721-56.2% | $2,689-55.7% | $2,234-46.6% |
| Participant deferral / active EE | $3,228 | $4,349-25.8% | $4,244-23.9% | $3,805-15.2% |
| Admin fee / account holder | $27 | $139-80.4% | $6,642-99.6% | $158-82.7% |