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 LLC6+ years Service code 55 5707 SOUTHWEST PKWY · BRENTWOOD, TN 78735 | Other Commissions | $23,409 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $925 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,827 | $93,182-3.6% | $146,665-38.8% | $79,386+13.2% |
| Participation rate | 47.6% | 76.4%-28.8pp | 80.1%-32.4pp | 70.7%-23.1pp |
| Annual return | 14.38% | 21.61%-7.2pp | 22.74%-8.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $472 | $2,420-80.5% | $4,136-88.6% | $2,427-80.6% |
| Participant deferral / active EE | $3,561 | $4,169-14.6% | $5,506-35.3% | $4,046-12.0% |
| Admin fee / account holder | $5 | $585-99.1% | $10,280-100.0% | $626-99.2% |