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 LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $33,186 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,973 |
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 | $66,722 | $41,256+61.7% | $86,590-22.9% | $77,958-14.4% |
| Participation rate | 98.6% | 63.0%+35.6pp | 73.5%+25.1pp | 71.6%+27.0pp |
| Annual return | 16.48% | 17.67%-1.2pp | 964.84%-948.4pp | 20.87%-4.4pp |
| Employer contribution / active EE | $4,209 | $1,613+161.0% | $2,839+48.2% | $2,310+82.2% |
| Participant deferral / active EE | $3,487 | $2,332+49.5% | $3,609-3.4% | $3,537-1.4% |
| Admin fee / account holder | $14 | $71-79.7% | $4,906-99.7% | $97-85.2% |