Filed December 12, 2011
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 13 · EIN 42-0127290 | Contract Administrator | $51,537 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,703 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 13 · EIN 51-0383217 | Contract Administrator | $7,468 |
Service code 27 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,814 | $102,553-57.3% | $151,611-71.1% | $66,914-34.5% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -12.02% | -10.82%-1.2pp | 3.33%-15.4pp | 1.58%-13.6pp |
| Employer contribution / active EE | $5,264 | $4,180+25.9% | $6,166-14.6% | $2,544+106.9% |
| Participant deferral / active EE | $3,257 | $6,641-51.0% | $8,363-61.1% | $4,237-23.1% |
| Admin fee / account holder | $247 | $630-60.8% | $11,616-97.9% | $593-58.4% |