Filed February 1, 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 Service code 71 · EIN 13-4029115 1250 CAPITAL OF TEXAS HWY. S. · AUSTIN, TX 78746 | Brokerage Fees | $37,846 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL Service code 14 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $14,031 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 46 PUBLIC SQUARE · WILKES-BARRE, PA 18701 | Accounting | $8,000 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES (PA) Service code 13 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Contract Administrator | $5,511 |
MATRIX TRUST COMPANY1 year Service code 17 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Pension Consulting | $3,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,128 | $46,173+8.6% | $170,442-70.6% | $69,631-28.0% |
| Participation rate | 37.4% | 63.9%-26.5pp | 83.6%-46.2pp | 70.7%-33.3pp |
| Annual return | 16.15% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $791 | $1,610-50.8% | $5,433-85.4% | $2,032-61.1% |
| Participant deferral / active EE | $1,455 | $2,080-30.0% | $4,939-70.5% | $3,224-54.9% |
| Admin fee / account holder | $455 | $116+292.3% | $13,880-96.7% | $110+311.9% |