Filed August 4, 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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $17,716 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,090 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $6,469 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
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 | $75,339 | $60,165+25.2% | $74,183+1.6% | $55,167+36.6% |
| Participation rate | 95.0% | 74.2%+20.8pp | 76.6%+18.3pp | 69.0%+26.0pp |
| Annual return | 14.08% | 10.00%+4.1pp | 17.74%-3.7pp | 169.23%-155.1pp |
| Employer contribution / active EE | $2,428 | $1,600+51.8% | $2,370+2.5% | $1,963+23.7% |
| Participant deferral / active EE | $5,290 | $2,973+78.0% | $3,550+49.0% | $3,054+73.2% |
| Admin fee / account holder | $256 | $419-38.9% | $5,586-95.4% | $504-49.1% |