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 | $14,250 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 · EIN 37-1878965 | Other Services | $9,122 |
Filed as: RICHARDSON INDUSTRIES Service code 99 · EIN 39-0760981 | Other Fees | $7,500 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,332 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $2,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,921 | $59,417+58.1% | $93,606+0.3% | $74,495+26.1% |
| Participation rate | 91.1% | 59.7%+31.5pp | 68.7%+22.4pp | 67.2%+23.9pp |
| Annual return | 14.29% | 81.83%-67.5pp | 133.20%-118.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $725 | $1,264-42.6% | $2,420-70.0% | $2,623-72.3% |
| Participant deferral / active EE | $3,331 | $3,050+9.2% | $4,411-24.5% | $4,346-23.3% |
| Admin fee / account holder | $82 | $3,021-97.3% | $8,285-99.0% | $1,942-95.8% |