Filed December 10, 1999
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 INVESTMENT SERVICES Service code 99 · EIN 74-2794194 | Other Fees | $15,000 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 · EIN 37-1878965 | Other Services | $8,714 |
MORNINGSTAR7+ years Service code 27 | Advisory (Plan) | $2,817 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,897 | $59,263+44.9% | $96,562-11.0% | $79,386+8.2% |
| Participation rate | 94.3% | 61.9%+32.4pp | 69.8%+24.4pp | 70.7%+23.5pp |
| Annual return | 13.72% | 27.07%-13.4pp | 37.78%-24.1pp | 116.85%-103.1pp |
| Employer contribution / active EE | $764 | $1,216-37.2% | $2,356-67.6% | $2,427-68.5% |
| Participant deferral / active EE | $2,904 | $2,948-1.5% | $3,849-24.5% | $4,046-28.2% |
| Admin fee / account holder | $76 | $658-88.5% | $6,181-98.8% | $626-87.9% |