Filed May 23, 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 LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $27,507 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,944 |
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 | $58,060 | $39,859+45.7% | $78,689-26.2% | $57,658+0.7% |
| Participation rate | 97.8% | 66.1%+31.7pp | 73.6%+24.2pp | 70.2%+27.5pp |
| Annual return | 9.04% | 18.96%-9.9pp | 62.18%-53.1pp | 5.13%+3.9pp |
| Employer contribution / active EE | $4,003 | $1,786+124.2% | $2,851+40.4% | $1,974+102.8% |
| Participant deferral / active EE | $3,185 | $2,248+41.7% | $3,517-9.4% | $3,061+4.1% |
| Admin fee / account holder | $15 | $76-80.8% | $4,510-99.7% | $95-84.5% |