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 | $27,235 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $25,752 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,389 | $85,135-40.8% | $98,907-49.1% | $73,409-31.4% |
| Participation rate | 81.7% | 81.1%+0.5pp | 76.0%+5.6pp | 72.2%+9.5pp |
| Annual return | 12.86% | 19.14%-6.3pp | 196.43%-183.6pp | 59.29%-46.4pp |
| Employer contribution / active EE | $336 | $2,721-87.7% | $2,689-87.5% | $2,234-85.0% |
| Participant deferral / active EE | $2,374 | $4,349-45.4% | $4,244-44.1% | $3,805-37.6% |
| Admin fee / account holder | $225 | $139+61.2% | $6,642-96.6% | $158+42.2% |