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 | $63,714 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,783 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF, P. C. Service code 10 · EIN 04-3138777 | Accounting | $8,800 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $151,276 | $79,519+90.2% | $95,952+57.7% | $73,409+106.1% |
| Participation rate | 92.2% | 81.2%+11.0pp | 77.1%+15.1pp | 72.2%+20.0pp |
| Annual return | 18.44% | 19.20%-0.8pp | 91.61%-73.2pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,380 | $2,048+65.1% | $2,541+33.0% | $2,234+51.3% |
| Participant deferral / active EE | $4,571 | $4,138+10.5% | $4,167+9.7% | $3,805+20.1% |
| Admin fee / account holder | $205 | $184+11.4% | $6,795-97.0% | $158+30.0% |