Filed September 16, 2010
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 FINANCIAL Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,048 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,336 |
Form 5500 reported that benefits due were not provided when due.
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 | $75,558 | $80,005-5.6% | $140,016-46.0% | $55,725+35.6% |
| Participation rate | 97.8% | 87.0%+10.8pp | 87.5%+10.3pp | 70.9%+27.0pp |
| Annual return | -5.51% | 0.46%-6.0pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,690 | $3,403+8.4% | $5,606-34.2% | $2,078+77.6% |
| Participant deferral / active EE | $6,025 | $5,264+14.5% | $6,927-13.0% | $3,356+79.5% |
| Admin fee / account holder | $109 | $116-6.0% | $10,705-99.0% | $115-5.6% |