Filed April 12, 2010
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 ADVISORY SERVICES LLC Service code 27 5707 SW PLWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $13,279 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LAS ANGELES, CA 90071 | Recordkeeping Fees | $11,571 |
Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $5,177 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 443212952 | Contract Administrator | $1,530 |
BREWSTER & BREWSTER, INC.1 year Service code 13 370 BLACKBROOK RD · PAINESVILLE, OH 440771217 | Contract Administrator | $360 |
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.
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 | $52,825 | $69,305-23.8% | $82,313-35.8% | $69,631-24.1% |
| Participation rate | 41.5% | 80.3%-38.8pp | 76.9%-35.4pp | 70.7%-29.2pp |
| Annual return | 26.77% | 21.47%+5.3pp | 25.88%+0.9pp | 27571.02%-27544.2pp |
| Employer contribution / active EE | $853 | $1,887-54.8% | $2,428-64.9% | $2,032-58.0% |
| Participant deferral / active EE | $1,487 | $3,568-58.3% | $3,706-59.9% | $3,224-53.9% |
| Admin fee / account holder | $197 | $97+103.1% | $5,608-96.5% | $110+78.7% |