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 | $17,500 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02814 | Contract Administrator | $12,731 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $6,642 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,247 | $111,491-39.7% | $189,513-64.5% | $86,799-22.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 16.68% | 83.50%-66.8pp | 555.15%-538.5pp | 97.91%-81.2pp |
| Employer contribution / active EE | $4,134 | $3,951+4.6% | $6,162-32.9% | $2,405+71.8% |
| Participant deferral / active EE | $6,251 | $6,437-2.9% | $8,221-24.0% | $4,131+51.3% |
| Admin fee / account holder | $69 | $189-63.5% | $12,045-99.4% | $170-59.4% |