Filed August 11, 1998
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 · EIN 35-2552359 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $27,478 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,261 |
Filed as: TAX SHELTERED COMPENSATION Service code 49 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Services | $15,407 |
TSC 401K2 years Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $4,516 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $194 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,292 | $78,485-55.0% | $106,213-66.8% | $74,495-52.6% |
| Participation rate | 77.8% | 72.8%+5.0pp | 75.3%+2.5pp | 67.2%+10.6pp |
| Annual return | 7.68% | 15.95%-8.3pp | 116.14%-108.5pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $69 | $2,523-97.3% | $3,171-97.8% | $2,623-97.4% |
| Participant deferral / active EE | $3,314 | $4,322-23.3% | $5,016-33.9% | $4,346-23.7% |
| Admin fee / account holder | $255 | $2,232-88.6% | $11,033-97.7% | $1,942-86.9% |