Filed July 19, 2013
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $260,273 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,000 |
Service code 49 · EIN 74-2794194 | Other Services | $38,538 |
ARONSON LLC3+ years Service code 10 · EIN 37-1611326 | Accounting | $14,069 |
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 | $64,003 | $41,256+55.1% | $86,590-26.1% | $77,958-17.9% |
| Participation rate | 71.5% | 63.0%+8.5pp | 73.5%-2.1pp | 71.6%-0.2pp |
| Annual return | 38.21% | 17.67%+20.5pp | 964.84%-926.6pp | 20.87%+17.3pp |
| Employer contribution / active EE | $2,827 | $1,613+75.3% | $2,839-0.4% | $2,310+22.3% |
| Participant deferral / active EE | $4,936 | $2,332+111.6% | $3,609+36.8% | $3,537+39.6% |
| Admin fee / account holder | $134 | $71+89.6% | $4,906-97.3% | $97+37.8% |