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, LLC Service code 10 · EIN 35-2552359 | Accounting | $53,440 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $13,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,310 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,288 | $62,723-5.5% | $142,863-58.5% | $86,799-31.7% |
| Participation rate | 99.3% | 62.6%+36.7pp | 71.9%+27.4pp | 72.3%+27.0pp |
| Annual return | 17.20% | 17.62%-0.4pp | 5637.54%-5620.3pp | 97.91%-80.7pp |
| Employer contribution / active EE | $2,753 | $1,627+69.3% | $4,144-33.6% | $2,405+14.5% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,837-100.0% | $4,131-100.0% |
| Admin fee / account holder | $132 | $140-5.2% | $6,560-98.0% | $170-21.9% |