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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,433 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,816 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,254 | $46,722-3.1% | $130,648-65.4% | $65,185-30.6% |
| Participation rate | 71.8% | 60.9%+10.9pp | 71.7%+0.1pp | 70.2%+1.6pp |
| Annual return | 25.40% | 24.17%+1.2pp | 1708.96%-1683.6pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,506 | $1,488+1.2% | $4,092-63.2% | $2,177-30.8% |
| Participant deferral / active EE | $3,381 | $2,545+32.8% | $3,603-6.2% | $3,514-3.8% |
| Admin fee / account holder | $239 | $453-47.3% | $5,464-95.6% | $847-71.8% |