Filed January 3, 2012
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 | $111,927 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $76,364 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,240 | $47,722+43.0% | $82,719-17.5% | $64,808+5.3% |
| Participation rate | 96.6% | 67.6%+28.9pp | 72.6%+24.0pp | 71.5%+25.1pp |
| Annual return | -14.20% | -13.05%-1.1pp | 701.18%-715.4pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,221 | $2,179+93.7% | $3,009+40.3% | $2,506+68.4% |
| Participant deferral / active EE | $9,777 | $3,329+193.7% | $4,395+122.5% | $4,310+126.8% |
| Admin fee / account holder | $281 | $143+96.7% | $5,329-94.7% | $188+49.7% |