Filed August 31, 2011
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $54,241 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,000 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, P. C. Service code 10 · EIN 04-3138777 | Accounting | $8,050 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1607635 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
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 | $108,436 | $69,305+56.5% | $82,313+31.7% | $69,631+55.7% |
| Participation rate | 88.6% | 80.3%+8.3pp | 76.9%+11.7pp | 70.7%+17.9pp |
| Annual return | 17.35% | 21.47%-4.1pp | 25.88%-8.5pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $2,676 | $1,887+41.8% | $2,428+10.2% | $2,032+31.7% |
| Participant deferral / active EE | $3,953 | $3,568+10.8% | $3,706+6.7% | $3,224+22.6% |
| Admin fee / account holder | $185 | $97+90.6% | $5,608-96.7% | $110+67.7% |