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) | $22,445 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,471 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,415 | $41,078+8.1% | $80,569-44.9% | $71,457-37.8% |
| Participation rate | 88.9% | 50.2%+38.7pp | 67.0%+21.9pp | 67.9%+21.0pp |
| Annual return | 24.18% | 38.45%-14.3pp | 935.43%-911.3pp | 28.85%-4.7pp |
| Employer contribution / active EE | $2,320 | $1,506+54.1% | $2,723-14.8% | $2,588-10.3% |
| Participant deferral / active EE | $4,653 | $2,699+72.4% | $4,447+4.6% | $4,289+8.5% |
| Admin fee / account holder | $185 | $1,840-89.9% | $5,377-96.6% | $1,587-88.3% |