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 500 · BUFFALO, NY 14202 | Contract Administrator | $29,019 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $26,574 |
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 | $46,172 | $74,347-37.9% | $93,606-50.7% | $67,579-31.7% |
| Participation rate | 83.8% | 80.6%+3.2pp | 75.8%+7.9pp | 71.3%+12.5pp |
| Annual return | 20.17% | 28.07%-7.9pp | 32.76%-12.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $344 | $2,583-86.7% | $2,718-87.3% | $2,148-84.0% |
| Participant deferral / active EE | $2,373 | $4,060-41.5% | $4,069-41.7% | $3,539-32.9% |
| Admin fee / account holder | $229 | $123+86.5% | $7,888-97.1% | $142+60.8% |