Filed January 23, 2006
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $22,187 |
ATHENS PAPER COMPANY INC1 year Service code 99 1898 ELM TREE DR · NASHVILLE, TN 37210 | Other Fees | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,973 |
CROSSLIN PLLC1 year Service code 10 3803 BEDFORD AVE STE 103 · NASHVILLE, TN 37215 | Accounting | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,356 | $86,332-3.4% | $125,175-33.4% | $65,185+27.9% |
| Participation rate | 53.4% | 75.3%-22.0pp | 79.8%-26.4pp | 70.2%-16.8pp |
| Annual return | 25.63% | 27.43%-1.8pp | 43.79%-18.2pp | 29.38%-3.8pp |
| Employer contribution / active EE | $448 | $2,040-78.0% | $3,865-88.4% | $2,177-79.4% |
| Participant deferral / active EE | $2,783 | $3,537-21.3% | $4,937-43.6% | $3,514-20.8% |
| Admin fee / account holder | $59 | $609-90.4% | $9,702-99.4% | $847-93.1% |