Filed November 9, 2005
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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,780 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 5707 SOUTHWEST PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $19,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,984 | $91,407-31.1% | $135,903-53.7% | $71,457-11.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.21% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,991 | $3,703+34.8% | $4,856+2.8% | $2,588+92.9% |
| Participant deferral / active EE | $5,009 | $7,092-29.4% | $7,758-35.4% | $4,289+16.8% |
| Admin fee / account holder | $153 | $1,266-87.9% | $10,762-98.6% | $1,587-90.4% |