Filed December 18, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $72,208 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,959 |
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 | $69,766 | $48,277+44.5% | $63,517+9.8% | $55,191+26.4% |
| Participation rate | 88.2% | 69.4%+18.9pp | 71.0%+17.2pp | 69.2%+19.1pp |
| Annual return | 0.93% | 2.37%-1.4pp | -70.30%+71.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,970 | $1,592+23.7% | $2,322-15.2% | $1,899+3.7% |
| Participant deferral / active EE | $4,842 | $2,432+99.1% | $2,953+63.9% | $3,046+58.9% |
| Admin fee / account holder | $144 | $86+67.3% | $5,892-97.6% | $91+58.5% |