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 47-1566880 | Consulting | $22,500 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 49 · EIN 33-0905143 | Other Services | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,400 |
Participant contribution per participant 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 | $61,438 | $58,778+4.5% | $129,207-52.4% | $77,643-20.9% |
| Participation rate | 92.7% | 59.2%+33.5pp | 69.6%+23.1pp | 70.6%+22.1pp |
| Annual return | 18.95% | 24.73%-5.8pp | 9417.33%-9398.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $3,496 | $1,952+79.1% | $4,153-15.8% | $2,726+28.3% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $67 | $589-88.6% | $7,715-99.1% | $430-84.4% |