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) | $52,327 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,979 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,521 | $50,982+42.2% | $154,803-53.2% | $85,563-15.2% |
| Participation rate | 72.2% | 59.8%+12.4pp | 78.1%-5.9pp | 66.0%+6.2pp |
| Annual return | 12.14% | 30.35%-18.2pp | 58.88%-46.7pp | 31.51%-19.4pp |
| Employer contribution / active EE | $2,732 | $1,708+59.9% | $4,305-36.6% | $2,654+2.9% |
| Participant deferral / active EE | $3,377 | $2,474+36.5% | $5,540-39.1% | $4,375-22.8% |
| Admin fee / account holder | $168 | $846-80.1% | $14,329-98.8% | $834-79.8% |