Filed November 12, 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 9-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 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $48,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,926 | $50,815+31.7% | $155,509-57.0% | $77,643-13.8% |
| Participation rate | 64.9% | 63.1%+1.8pp | 78.2%-13.3pp | 70.6%-5.7pp |
| Annual return | 14.39% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,097 | $1,993+5.3% | $4,672-55.1% | $2,726-23.1% |
| Participant deferral / active EE | $3,168 | $2,822+12.3% | $5,626-43.7% | $4,647-31.8% |
| Admin fee / account holder | $174 | $437-60.1% | $15,912-98.9% | $430-59.5% |