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) | $28,945 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,750 |
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 | $51,962 | $44,960+15.6% | $84,966-38.8% | $74,495-30.2% |
| Participation rate | 92.3% | 49.4%+42.9pp | 67.5%+24.8pp | 67.2%+25.1pp |
| Annual return | 14.83% | 26.24%-11.4pp | 66.38%-51.6pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,806 | $1,457+92.5% | $2,727+2.9% | $2,623+7.0% |
| Participant deferral / active EE | $5,022 | $2,731+83.9% | $4,519+11.1% | $4,346+15.6% |
| Admin fee / account holder | $208 | $2,209-90.6% | $6,149-96.6% | $1,942-89.3% |