Filed January 28, 2015
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: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT STREET, SUITE 300 · BUFFALO, NY 14202 | Contract Administrator | $26,415 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $22,302 |
Service code 60 | Sub-TA Fees | $3,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,007 | $74,024-48.7% | $77,999-51.3% | $57,658-34.1% |
| Participation rate | 89.1% | 79.7%+9.4pp | 75.5%+13.6pp | 70.2%+18.9pp |
| Annual return | 6.82% | 12.14%-5.3pp | 425.96%-419.1pp | 5.13%+1.7pp |
| Employer contribution / active EE | $344 | $2,365-85.5% | $2,470-86.1% | $1,974-82.6% |
| Participant deferral / active EE | $2,458 | $3,533-30.4% | $3,497-29.7% | $3,061-19.7% |
| Admin fee / account holder | $190 | $93+103.4% | $5,480-96.5% | $95+100.5% |