Filed June 23, 2022
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Advisory (Participants) | $24,205 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL N.A. Service code 15 ATTENTION TRUST OPERATIONS · ST. PAUL, MN 55164 | Recordkeeping | $9,682 |
Annual investment return 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 | $19,922 | $36,916-46.0% | $156,549-87.3% | $57,658-65.4% |
| Participation rate | 76.2% | 63.4%+12.7pp | 84.0%-7.9pp | 70.2%+5.9pp |
| Annual return | 3.37% | 12.38%-9.0pp | 32.23%-28.9pp | 5.13%-1.8pp |
| Employer contribution / active EE | $554 | $1,571-64.7% | $5,501-89.9% | $1,974-71.9% |
| Participant deferral / active EE | $892 | $1,926-53.7% | $4,871-81.7% | $3,061-70.9% |
| Admin fee / account holder | $159 | $82+92.9% | $13,027-98.8% | $95+68.3% |