Filed June 23, 2003
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 Service code 16 · EIN 04-3563135 | Consulting | $30,000 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 16 · EIN 43-1947695 | Consulting | $12,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,875 |
Participant contribution per participant 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 | $40,240 | $39,898+0.9% | $121,196-66.8% | $55,725-27.8% |
| Participation rate | 94.2% | 61.2%+32.9pp | 71.7%+22.4pp | 70.9%+23.3pp |
| Annual return | -5.44% | -0.96%-4.5pp | 16.93%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,589 | $1,295+99.9% | $4,022-35.6% | $2,078+24.6% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $88 | $95-7.8% | $5,019-98.3% | $115-23.9% |