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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,431 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,136 | $54,121+7.4% | $134,143-56.7% | $73,409-20.8% |
| Participation rate | 40.7% | 64.4%-23.7pp | 72.2%-31.5pp | 72.2%-31.5pp |
| Annual return | 13.97% | -312.52%+326.5pp | 36.33%-22.4pp | 59.29%-45.3pp |
| Employer contribution / active EE | $886 | $1,402-36.8% | $3,704-76.1% | $2,234-60.3% |
| Participant deferral / active EE | $2,110 | $2,844-25.8% | $3,499-39.7% | $3,805-44.6% |
| Admin fee / account holder | $284 | $132+114.5% | $6,684-95.8% | $158+79.8% |