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 | $35,800 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL Service code 14 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $7,536 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES (PA) Service code 13 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Contract Administrator | $6,849 |
MATRIX TRUST COMPANY3 years Service code 17 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Pension Consulting | $3,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,377 | $62,928-29.5% | $172,739-74.3% | $67,579-34.3% |
| Participation rate | 43.2% | 64.5%-21.2pp | 82.6%-39.4pp | 71.3%-28.1pp |
| Annual return | 23.49% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $753 | $1,636-54.0% | $5,143-85.4% | $2,148-64.9% |
| Participant deferral / active EE | $1,610 | $2,145-25.0% | $5,198-69.0% | $3,539-54.5% |
| Admin fee / account holder | $266 | $167+59.7% | $13,954-98.1% | $142+87.0% |