Filed December 19, 2007
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,368 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,133 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $9,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,527 | $22,291+23.5% | $69,182-60.2% | $63,975-57.0% |
| Participation rate | 10.1% | 35.3%-25.1pp | 55.1%-45.0pp | 71.1%-61.0pp |
| Annual return | 9.39% | 9.30%+0.1pp | -21.93%+31.3pp | 48.65%-39.3pp |
| Employer contribution / active EE | $40 | $325-87.8% | $1,206-96.7% | $2,182-98.2% |
| Participant deferral / active EE | $341 | $808-57.8% | $1,897-82.0% | $3,356-89.8% |
| Admin fee / account holder | $254 | $73+247.3% | $2,697-90.6% | $70+260.1% |