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 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,813 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,896 | $58,778+18.9% | $129,207-45.9% | $77,643-10.0% |
| Participation rate | 84.1% | 59.2%+24.9pp | 69.6%+14.5pp | 70.6%+13.5pp |
| Annual return | 19.10% | 24.73%-5.6pp | 9417.33%-9398.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $10 | $1,952-99.5% | $4,153-99.8% | $2,726-99.6% |
| Participant deferral / active EE | $5,498 | $3,212+71.1% | $4,168+31.9% | $4,647+18.3% |
| Admin fee / account holder | -$21 | $589-103.5% | $7,715-100.3% | $430-104.8% |