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 LLC5+ years Service code 55 5707 SOUTHWEST PKWY · BRENTWOOD, TN 78735 | Other Commissions | $21,553 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,755 |
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 | $89,897 | $81,474+10.3% | $133,956-32.9% | $73,488+22.3% |
| Participation rate | 47.4% | 76.4%-28.9pp | 79.8%-32.4pp | 70.7%-23.2pp |
| Annual return | 12.94% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $349 | $2,209-84.2% | $3,919-91.1% | $2,270-84.6% |
| Participant deferral / active EE | $2,915 | $3,786-23.0% | $5,048-42.2% | $3,740-22.0% |
| Admin fee / account holder | $10 | $713-98.7% | $8,927-99.9% | $513-98.1% |