Filed July 19, 2012 (most recent of 3 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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 150 CAPITAL OF TEXAS HWY., S · AUSTIN, TX 78746 | Recordkeeping | $19,363 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $15,086 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,273 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 15 | Recordkeeping | $1,475 |
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 | $45,616 | $80,005-43.0% | $140,016-67.4% | $55,725-18.1% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.88% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,185 | $3,403-6.4% | $5,606-43.2% | $2,078+53.3% |
| Participant deferral / active EE | $4,740 | $5,264-10.0% | $6,927-31.6% | $3,356+41.3% |
| Admin fee / account holder | $86 | $116-25.4% | $10,705-99.2% | $115-25.1% |