Filed April 17, 2003
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 ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $37,612 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 13 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Contract Administrator | $7,953 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,703 |
KELLY FINANCIAL, INC.1 year Service code 99 120 E. LAKESIDE STREET · MADISON, WI 53715 | Other Fees | $100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $50,263 | $52,293-3.9% | $178,490-71.8% | $73,409-31.5% |
| Participation rate | 96.4% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.2pp |
| Annual return | 22.46% | 34.75%-12.3pp | 151.07%-128.6pp | 59.29%-36.8pp |
| Employer contribution / active EE | $2,205 | $1,735+27.1% | $5,011-56.0% | $2,234-1.3% |
| Participant deferral / active EE | $4,675 | $2,332+100.4% | $5,202-10.1% | $3,805+22.8% |
| Admin fee / account holder | $68 | $127-46.5% | $13,984-99.5% | $158-56.9% |