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) | $18,000 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $8,248 |
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 | $112,281 | $70,083+60.2% | $59,878+87.5% | $55,725+101.5% |
| Participation rate | 99.2% | 78.4%+20.8pp | 74.7%+24.5pp | 70.9%+28.3pp |
| Annual return | 9.10% | 3.13%+6.0pp | 3.46%+5.6pp | 244.93%-235.8pp |
| Employer contribution / active EE | $6,466 | $2,878+124.6% | $2,722+137.6% | $2,078+211.1% |
| Participant deferral / active EE | $4,819 | $3,079+56.5% | $3,402+41.6% | $3,356+43.6% |
| Admin fee / account holder | $31 | $70-56.3% | $3,590-99.1% | $115-73.3% |