Filed November 8, 2014 (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 SERVICE Service code 27 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Plan) | $16,539 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,259 | $79,694-42.0% | $96,139-51.9% | $79,386-41.7% |
| Participation rate | 87.7% | 54.0%+33.8pp | 68.4%+19.3pp | 70.7%+17.0pp |
| Annual return | 14.62% | 40.84%-26.2pp | 191.94%-177.3pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,839 | $1,443+27.4% | $2,797-34.3% | $2,427-24.3% |
| Participant deferral / active EE | $4,451 | $2,539+75.3% | $4,349+2.4% | $4,046+10.0% |
| Admin fee / account holder | $150 | $630-76.2% | $5,537-97.3% | $626-76.0% |