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) | $19,999 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,138 |
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 | $19,671 | $52,293-62.4% | $178,490-89.0% | $73,409-73.2% |
| Participation rate | 34.9% | 65.3%-30.4pp | 81.9%-47.0pp | 72.2%-37.3pp |
| Annual return | -3.21% | 34.75%-38.0pp | 151.07%-154.3pp | 59.29%-62.5pp |
| Employer contribution / active EE | $529 | $1,735-69.5% | $5,011-89.4% | $2,234-76.3% |
| Participant deferral / active EE | $891 | $2,332-61.8% | $5,202-82.9% | $3,805-76.6% |
| Admin fee / account holder | $195 | $127+53.1% | $13,984-98.6% | $158+23.5% |