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 7-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 | $32,881 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,743 |
Service code 13 · EIN 45-4090227 | Contract Administrator | $6,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,847 | $56,503-89.7% | $70,092-91.7% | $64,808-91.0% |
| Participation rate | 94.5% | 70.5%+24.0pp | 70.5%+24.0pp | 71.5%+23.0pp |
| Annual return | -19.23% | -13.44%-5.8pp | 190.73%-210.0pp | 32.82%-52.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,877 | $3,389-44.6% | $3,849-51.2% | $4,310-56.5% |
| Admin fee / account holder | $106 | $160-33.6% | $6,267-98.3% | $188-43.3% |