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 35-2552359 1250 CAPITAL OF TEXAS HWY. S. · AUSTIN, TX 78746 | Brokerage Fees | $22,945 |
MATRIX TRUST COMPANY4 years Service code 17 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Pension Consulting | $5,882 |
NFP RETIREMENT INC4 years Filed as: NFP CORPORATE SERVICES (PA) Service code 13 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Contract Administrator | $5,331 |
ASPIRE FINANCIAL SERVICES6+ years Filed as: ASPIRE FINANCIAL Service code 14 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $3,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,456 | $52,293-7.3% | $178,490-72.9% | $73,409-34.0% |
| Participation rate | 59.8% | 65.3%-5.6pp | 81.9%-22.2pp | 72.2%-12.4pp |
| Annual return | 16.72% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.6pp |
| Employer contribution / active EE | $798 | $1,735-54.0% | $5,011-84.1% | $2,234-64.3% |
| Participant deferral / active EE | $1,796 | $2,332-23.0% | $5,202-65.5% | $3,805-52.8% |
| Admin fee / account holder | $257 | $127+101.8% | $13,984-98.2% | $158+62.7% |