Filed March 24, 1997
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 | Advisory (Plan) | $12,392 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,785 |
Filed as: GALLAGHER BENEFIT SVCS, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,194 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,483 | $81,474-25.8% | $133,956-54.8% | $73,488-17.7% |
| Participation rate | 86.0% | 76.4%+9.6pp | 79.8%+6.2pp | 70.7%+15.3pp |
| Annual return | 15.29% | 19.40%-4.1pp | 45.09%-29.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $227 | $2,209-89.7% | $3,919-94.2% | $2,270-90.0% |
| Participant deferral / active EE | $4,075 | $3,786+7.6% | $5,048-19.3% | $3,740+9.0% |
| Admin fee / account holder | $92 | $713-87.1% | $8,927-99.0% | $513-82.0% |