Filed October 18, 2004
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 INVESTMENT SERVICES Service code 55 | Other Commissions | $16,076 |
Filed as: EMPLOYEE BENEFIT SYSTEMS, INC Service code 13 6511-C BASILE ROWE · EAST SYRACUSE, NY 13057 | Contract Administrator | $3,900 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $256 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $51,417 | $59,186-13.1% | $76,768-33.0% | $56,287-8.7% |
| Participation rate | 37.2% | 75.2%-38.0pp | 77.0%-39.8pp | 69.9%-32.6pp |
| Annual return | -3.55% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $138 | $1,759-92.1% | $2,485-94.4% | $2,111-93.4% |
| Participant deferral / active EE | $1,109 | $3,255-65.9% | $3,852-71.2% | $3,350-66.9% |
| Admin fee / account holder | $1 | $489-99.8% | $6,675-100.0% | $521-99.8% |