Filed September 22, 2005
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 13 · EIN 35-2552359 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 787356213 | Contract Administrator | $27,000 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $15,659 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Plan Administrator | $5,480 |
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 | $65,377 | $55,002+18.9% | $59,878+9.2% | $56,287+16.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.7%-74.7pp | 69.9%-69.9pp |
| Annual return | 7.98% | 1.13%+6.8pp | 3.46%+4.5pp | -9.96%+17.9pp |
| Employer contribution / active EE | $4,615 | $2,448+88.5% | $2,722+69.6% | $2,111+118.6% |
| Participant deferral / active EE | $3,747 | $3,121+20.1% | $3,402+10.2% | $3,350+11.9% |
| Admin fee / account holder | $184 | $236-21.8% | $3,590-94.9% | $521-64.6% |