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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $21,401 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $11,161 |
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 | $26,832 | $52,953-49.3% | $172,739-84.5% | $65,185-58.8% |
| Participation rate | 76.2% | 66.2%+10.0pp | 82.6%-6.4pp | 70.2%+6.0pp |
| Annual return | 25.71% | 30.12%-4.4pp | 802.84%-777.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $1,124 | $2,190-48.7% | $5,143-78.1% | $2,177-48.4% |
| Participant deferral / active EE | $2,215 | $2,471-10.4% | $5,198-57.4% | $3,514-37.0% |
| Admin fee / account holder | $169 | $472-64.2% | $13,954-98.8% | $847-80.1% |