Filed June 17, 2002
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 26 · EIN 35-2552359 | Advisory (Participants) | $9,500 |
ROPES & GRAY LLP5 years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $9,005 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,406 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,070 | $91,762-21.5% | $67,502+6.8% | $77,643-7.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 1.15% | 14.87%-13.7pp | 3512.12%-3511.0pp | 31.24%-30.1pp |
| Employer contribution / active EE | $2,064 | $3,181-35.1% | $2,731-24.4% | $2,726-24.3% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $11 | $176-93.8% | $3,998-99.7% | $430-97.5% |