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 LLC4+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $75,880 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,258 |
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 | $76,883 | $48,261+59.3% | $68,793+11.8% | $55,725+38.0% |
| Participation rate | 90.6% | 71.0%+19.5pp | 72.2%+18.3pp | 70.9%+19.7pp |
| Annual return | -4.62% | -2.61%-2.0pp | -4.63%0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,028 | $1,742+16.4% | $2,625-22.8% | $2,078-2.4% |
| Participant deferral / active EE | $4,868 | $2,712+79.5% | $3,311+47.0% | $3,356+45.1% |
| Admin fee / account holder | $167 | $126+32.3% | $5,131-96.7% | $115+45.0% |