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) | $20,000 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,741 | $62,928-65.5% | $172,739-87.4% | $67,579-67.8% |
| Participation rate | 33.5% | 64.5%-30.9pp | 82.6%-49.1pp | 71.3%-37.7pp |
| Annual return | 3.60% | 30.36%-26.8pp | 802.84%-799.2pp | 378.56%-375.0pp |
| Employer contribution / active EE | $441 | $1,636-73.0% | $5,143-91.4% | $2,148-79.5% |
| Participant deferral / active EE | $708 | $2,145-67.0% | $5,198-86.4% | $3,539-80.0% |
| Admin fee / account holder | $166 | $167-0.5% | $13,954-98.8% | $142+16.5% |