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 | $114,289 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $61,350 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,971 | $60,323+79.0% | $81,812+32.0% | $74,495+44.9% |
| Participation rate | 96.7% | 62.9%+33.9pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 12.74% | 16.90%-4.2pp | 773.79%-761.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $5,389 | $2,620+105.6% | $2,912+85.0% | $2,623+105.4% |
| Participant deferral / active EE | $12,115 | $3,387+257.6% | $4,319+180.5% | $4,346+178.8% |
| Admin fee / account holder | $316 | $1,486-78.8% | $7,386-95.7% | $1,942-83.7% |