Filed October 30, 2002
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 Service code 27 5707 SWST PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,544 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANC Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $7,952 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,359 | $58,264-20.4% | $86,612-46.5% | $71,457-35.1% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.1pp |
| Annual return | 12.83% | 21.63%-8.8pp | 591.07%-578.2pp | 28.85%-16.0pp |
| Employer contribution / active EE | $4,264 | $2,574+65.7% | $3,022+41.1% | $2,588+64.8% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $277 | $1,057-73.8% | $5,614-95.1% | $1,587-82.5% |