Filed April 19, 2008 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $37,660 |
Filed as: KESTRA IDVISORY SERVICES Service code 10 1251 CAPITAL OF TEXAS S BUILDING 2 · AUSTIN, TX 78746 | Accounting | $16,344 |
Service code 52 | Indirect Investment Fees | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,785 | $39,859-42.8% | $78,689-71.0% | $57,658-60.5% |
| Participation rate | 40.3% | 66.1%-25.8pp | 73.6%-33.2pp | 70.2%-29.9pp |
| Annual return | 7.20% | 18.96%-11.8pp | 62.18%-55.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $308 | $1,786-82.8% | $2,851-89.2% | $1,974-84.4% |
| Participant deferral / active EE | $1,031 | $2,248-54.2% | $3,517-70.7% | $3,061-66.3% |
| Admin fee / account holder | $171 | $76+124.3% | $4,510-96.2% | $95+80.8% |