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 | $107,492 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,087 |
MORNINGSTAR2 years 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 | $86,784 | $52,208+66.2% | $86,612+0.2% | $74,419+16.6% |
| Participation rate | 96.7% | 66.3%+30.4pp | 71.7%+25.0pp | 70.7%+26.0pp |
| Annual return | 18.76% | 44.46%-25.7pp | 591.07%-572.3pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,861 | $2,282+113.0% | $3,022+60.8% | $2,637+84.3% |
| Participant deferral / active EE | $11,504 | $3,383+240.0% | $4,438+159.2% | $4,528+154.1% |
| Admin fee / account holder | $278 | $319-12.9% | $5,614-95.1% | $348-20.1% |