Filed September 8, 2006 (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 Service code 16 · EIN 35-2552359 | Consulting | $20,464 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $6,434 |
Service code 37 · EIN 35-0145825 | Loan Processing | $4,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,466 | $63,745+29.4% | $98,442-16.2% | $79,386+3.9% |
| Participation rate | 97.2% | 69.9%+27.4pp | 73.3%+23.9pp | 70.7%+26.5pp |
| Annual return | 15.56% | 625.80%-610.2pp | 1492.73%-1477.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $5,581 | $2,557+118.3% | $2,960+88.6% | $2,427+129.9% |
| Participant deferral / active EE | $6,863 | $3,303+107.8% | $4,276+60.5% | $4,046+69.6% |
| Admin fee / account holder | $119 | $516-76.8% | $5,949-98.0% | $626-80.9% |