Filed June 23, 2003
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 Service code 16 · EIN 04-2647786 | Consulting | $22,500 |
Filed as: MAYER HOFFMAN MCCANN Service code 16 · EIN 43-1947695 | Consulting | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,203 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,241 | $53,901+13.6% | $134,143-54.3% | $73,488-16.7% |
| Participation rate | 97.9% | 62.8%+35.1pp | 72.2%+25.8pp | 70.7%+27.3pp |
| Annual return | 21.57% | 15.82%+5.7pp | 36.33%-14.8pp | 28.51%-6.9pp |
| Employer contribution / active EE | $1,310 | $1,458-10.1% | $3,704-64.6% | $2,270-42.3% |
| Participant deferral / active EE | $0 | $2,739-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $70 | $581-87.9% | $6,684-99.0% | $513-86.3% |