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) | $79,991 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $74,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $69,389 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,400 |
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 | $81,065 | $73,497+10.3% | $101,248-19.9% | $93,223-13.0% |
| Participation rate | 97.5% | 84.5%+13.0pp | 75.8%+21.7pp | 74.9%+22.6pp |
| Annual return | 19.61% | 11.66%+7.9pp | 46.47%-26.9pp | 19.29%+0.3pp |
| Employer contribution / active EE | $3,065 | $3,600-14.9% | $3,660-16.2% | $2,680+14.4% |
| Participant deferral / active EE | $8,180 | $3,303+147.6% | $4,370+87.2% | $4,563+79.3% |
| Admin fee / account holder | $22 | $121-81.7% | $5,945-99.6% | $79-72.1% |