Filed March 17, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $25,058 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,726 |
AB FUNDS1 year Service code 52 · EIN 13-6020888 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1729218 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 41-1533211 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-4161079 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Service code 52 · EIN 23-2678674 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,103 | $46,100+19.5% | $86,590-36.4% | $69,631-20.9% |
| Participation rate | 53.9% | 67.2%-13.3pp | 73.5%-19.7pp | 70.7%-16.8pp |
| Annual return | 39.73% | 21.02%+18.7pp | 964.84%-925.1pp | 27571.02%-27531.3pp |
| Employer contribution / active EE | $957 | $1,850-48.3% | $2,839-66.3% | $2,032-52.9% |
| Participant deferral / active EE | $1,971 | $2,432-18.9% | $3,609-45.4% | $3,224-38.8% |
| Admin fee / account holder | $25 | $94-72.8% | $4,906-99.5% | $110-76.9% |