Filed September 6, 2011
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,417 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,742 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,984 | $50,982-62.8% | $154,803-87.7% | $85,563-77.8% |
| Participation rate | 96.4% | 59.8%+36.6pp | 78.1%+18.3pp | 66.0%+30.4pp |
| Annual return | 41.45% | 30.35%+11.1pp | 58.88%-17.4pp | 31.51%+9.9pp |
| Employer contribution / active EE | $1,118 | $1,708-34.5% | $4,305-74.0% | $2,654-57.9% |
| Participant deferral / active EE | $1,869 | $2,474-24.5% | $5,540-66.3% | $4,375-57.3% |
| Admin fee / account holder | $120 | $846-85.9% | $14,329-99.2% | $834-85.7% |