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 ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $9,232 |
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 | $116,401 | $95,542+21.8% | $69,455+67.6% | $67,579+72.2% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+28.0pp |
| Annual return | 6.38% | 17.67%-11.3pp | 28.97%-22.6pp | 378.56%-372.2pp |
| Employer contribution / active EE | $6,354 | $2,989+112.6% | $2,779+128.6% | $2,148+195.8% |
| Participant deferral / active EE | $4,758 | $3,263+45.8% | $3,535+34.6% | $3,539+34.4% |
| Admin fee / account holder | $31 | $90-65.7% | $3,839-99.2% | $142-78.3% |