Filed October 5, 2001
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,000 |
Service code 13 | Contract Administrator | $5,512 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: GATE CITY ADMINISTRATION, LLC Service code 13 328 E MARKET ST STE 110 · GREENSBORO, NC 27401 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,954 | $37,196-35.6% | $154,107-84.5% | $55,725-57.0% |
| Participation rate | 32.9% | 64.1%-31.2pp | 83.0%-50.1pp | 70.9%-37.9pp |
| Annual return | 6.33% | 1319.68%-1313.4pp | 735.12%-728.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $459 | $1,614-71.6% | $5,298-91.3% | $2,078-77.9% |
| Participant deferral / active EE | $804 | $2,068-61.1% | $5,081-84.2% | $3,356-76.0% |
| Admin fee / account holder | $70 | $102-31.5% | $13,411-99.5% | $115-39.6% |