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 LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SW PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $23,360 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOE VILLAGE, CO 80111 | Investment Management | $22,010 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,862 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,530 | $64,909+33.3% | $82,313+5.1% | $62,292+38.9% |
| Participation rate | 98.6% | 74.9%+23.7pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 13.03% | 21.18%-8.1pp | 25.88%-12.8pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,648 | $1,676+58.0% | $2,428+9.0% | $2,042+29.6% |
| Participant deferral / active EE | $7,292 | $3,103+135.0% | $3,706+96.8% | $3,169+130.1% |
| Admin fee / account holder | $391 | $440-11.0% | $5,608-93.0% | $479-18.3% |