Filed November 8, 2002 (most recent of 3 filings on file)
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $310,781 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $73,333 |
THE HORTON GROUP1 year Filed as: D R HORTON INC Service code 99 1341 HORTON CIR · ARLINGTON, TX 76011 | Other Fees | $28,893 |
Service code 27 1250 CAPITAL OF EXAS HWAY S · AUSTIN, TX 78746 | Advisory (Plan) | $15,196 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,650 |
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 | $61,558 | $59,184+4.0% | $92,233-33.3% | $177,276-65.3% |
| Participation rate | 95.2% | 85.6%+9.5pp | 76.5%+18.7pp | 74.8%+20.3pp |
| Annual return | 20.62% | 15.88%+4.7pp | 176.28%-155.7pp | 21.25%-0.6pp |
| Employer contribution / active EE | $2,377 | $2,985-20.4% | $3,679-35.4% | $2,479-4.1% |
| Participant deferral / active EE | $6,151 | $2,859+115.1% | $3,897+57.8% | $3,881+58.5% |
| Admin fee / account holder | $55 | $98-44.5% | $5,194-98.9% | $154-64.5% |