Filed October 18, 2004
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 INVESTMENT SERVICES, LLC Service code 17 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Pension Consulting | $24,962 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $15,424 |
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 | $25,894 | $55,453-53.3% | $170,442-84.8% | $62,292-58.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.13% | 21.38%-8.2pp | 205.93%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $2,166 | $2,164+0.1% | $5,433-60.1% | $2,042+6.1% |
| Participant deferral / active EE | $1,353 | $2,303-41.2% | $4,939-72.6% | $3,169-57.3% |
| Admin fee / account holder | $51 | $455-88.8% | $13,880-99.6% | $479-89.3% |