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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $80,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,900 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $428 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $69,013 | $78,226-11.8% | $92,893-25.7% | $82,204-16.0% |
| Participation rate | 96.7% | 82.7%+13.9pp | 76.0%+20.6pp | 73.4%+23.3pp |
| Annual return | 26.46% | 19.33%+7.1pp | 109.41%-83.0pp | 26.31%+0.2pp |
| Employer contribution / active EE | $2,679 | $3,911-31.5% | $3,653-26.7% | $2,707-1.1% |
| Participant deferral / active EE | $7,164 | $3,648+96.4% | $4,236+69.1% | $4,246+68.7% |
| Admin fee / account holder | $9 | $119-92.6% | $5,794-99.8% | $76-88.3% |