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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.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,837 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,460 | $45,602+15.0% | $117,472-55.3% | $66,914-21.6% |
| Participation rate | 61.0% | 57.6%+3.3pp | 70.6%-9.6pp | 69.8%-8.9pp |
| Annual return | -19.60% | -16.74%-2.9pp | 29.74%-49.3pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,325 | $1,579-16.1% | $4,176-68.3% | $2,544-47.9% |
| Participant deferral / active EE | $3,060 | $2,845+7.6% | $4,070-24.8% | $4,237-27.8% |
| Admin fee / account holder | $286 | $661-56.8% | $5,645-94.9% | $593-51.9% |