Filed December 22, 2022 (most recent of 2 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 INVESTMENT SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $22,500 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $10,366 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,647 | $74,552+45.7% | $62,995+72.5% | $69,631+56.0% |
| Participation rate | 99.1% | 78.3%+20.9pp | 74.8%+24.3pp | 70.7%+28.5pp |
| Annual return | 12.12% | 15.77%-3.6pp | 87.57%-75.4pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $6,815 | $2,929+132.7% | $2,759+147.0% | $2,032+235.3% |
| Participant deferral / active EE | $4,738 | $2,974+59.3% | $3,329+42.3% | $3,224+47.0% |
| Admin fee / account holder | $40 | $59-32.9% | $3,600-98.9% | $110-63.9% |