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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $72,436 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $24,000 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF JND PC Service code 10 75 STATE ST STE 2105 · BOSTON, MA 02109 | Accounting | $22,883 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,913 | $99,078+56.4% | $96,544+60.5% | $74,419+108.2% |
| Participation rate | 85.3% | 80.7%+4.7pp | 76.0%+9.4pp | 70.7%+14.6pp |
| Annual return | 13.39% | 22.48%-9.1pp | 25.84%-12.5pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,136 | $2,570-55.8% | $2,965-61.7% | $2,637-56.9% |
| Participant deferral / active EE | $4,759 | $4,933-3.5% | $4,851-1.9% | $4,528+5.1% |
| Admin fee / account holder | $103 | $225-54.3% | $8,252-98.8% | $348-70.5% |