Filed April 29, 2015
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,828 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,054 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $21,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,687 | $58,758-56.3% | $70,014-63.3% | $63,975-59.8% |
| Participation rate | 34.6% | 77.5%-42.8pp | 71.8%-37.2pp | 71.1%-36.5pp |
| Annual return | 8.51% | 18.05%-9.5pp | 12.99%-4.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $152 | $1,973-92.3% | $2,338-93.5% | $2,182-93.0% |
| Participant deferral / active EE | $1,393 | $2,912-52.2% | $2,931-52.5% | $3,356-58.5% |
| Admin fee / account holder | $145 | $71+103.7% | $4,380-96.7% | $70+105.4% |