Filed July 25, 2017
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 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $22,825 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,976 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,395 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,831 | $52,293-39.1% | $178,490-82.2% | $73,409-56.6% |
| Participation rate | 55.6% | 65.3%-9.7pp | 81.9%-26.3pp | 72.2%-16.6pp |
| Annual return | 16.51% | 34.75%-18.2pp | 151.07%-134.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $480 | $1,735-72.3% | $5,011-90.4% | $2,234-78.5% |
| Participant deferral / active EE | $2,378 | $2,332+1.9% | $5,202-54.3% | $3,805-37.5% |
| Admin fee / account holder | $158 | $127+24.3% | $13,984-98.9% | $158+0.3% |