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 LLC2+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $76,887 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,262 |
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 | $78,509 | $50,106+56.7% | $70,014+12.1% | $57,658+36.2% |
| Participation rate | 86.2% | 70.9%+15.3pp | 71.8%+14.4pp | 70.2%+15.9pp |
| Annual return | 7.87% | 14.58%-6.7pp | 12.99%-5.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,048 | $1,739+17.7% | $2,338-12.4% | $1,974+3.7% |
| Participant deferral / active EE | $4,976 | $2,486+100.2% | $2,931+69.8% | $3,061+62.6% |
| Admin fee / account holder | $148 | $89+65.8% | $4,380-96.6% | $95+56.5% |