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 LLC3+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $84,477 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,599 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,231 | $53,925+54.3% | $75,670+10.0% | $69,631+19.5% |
| Participation rate | 88.2% | 71.2%+17.0pp | 72.3%+15.9pp | 70.7%+17.5pp |
| Annual return | 5.52% | 17.84%-12.3pp | 27.34%-21.8pp | 27571.02%-27565.5pp |
| Employer contribution / active EE | $1,910 | $1,802+6.0% | $2,352-18.8% | $2,032-6.0% |
| Participant deferral / active EE | $4,630 | $2,569+80.2% | $3,142+47.4% | $3,224+43.6% |
| Admin fee / account holder | $158 | $97+62.5% | $5,800-97.3% | $110+42.9% |