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 | $0 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $0 |
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 | $58,991 | $56,485+4.4% | $185,823-68.3% | $86,799-32.0% |
| Participation rate | 52.1% | 65.5%-13.3pp | 81.7%-29.6pp | 72.3%-20.1pp |
| Annual return | 18.92% | 118.04%-99.1pp | 122.05%-103.1pp | 97.91%-79.0pp |
| Employer contribution / active EE | $923 | $1,843-49.9% | $5,167-82.1% | $2,405-61.6% |
| Participant deferral / active EE | $1,919 | $2,553-24.8% | $5,568-65.5% | $4,131-53.5% |
| Admin fee / account holder | $281 | $150+87.8% | $16,237-98.3% | $170+65.7% |