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: RICHARDSON INDUSTRIES Service code 99 · EIN 11-1000111 | Other Fees | $8,536 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 · EIN 37-1878965 | Other Services | $8,118 |
MORNINGSTAR9+ years Service code 27 | Advisory (Plan) | $2,713 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,060 | $54,701+57.3% | $86,188-0.1% | $71,457+20.4% |
| Participation rate | 92.5% | 60.1%+32.4pp | 69.0%+23.6pp | 67.9%+24.6pp |
| Annual return | 16.73% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $743 | $1,265-41.2% | $2,380-68.8% | $2,588-71.3% |
| Participant deferral / active EE | $3,243 | $3,108+4.3% | $3,985-18.6% | $4,289-24.4% |
| Admin fee / account holder | $72 | $1,922-96.2% | $6,852-98.9% | $1,587-95.4% |