Filed October 25, 2016 (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 28 · EIN 35-2552359 | Investment Management | $41,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $11,017 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,657 | $55,002+30.3% | $59,878+19.7% | $56,287+27.3% |
| Participation rate | 97.2% | 75.9%+21.3pp | 74.7%+22.5pp | 69.9%+27.4pp |
| Annual return | -0.86% | 1.13%-2.0pp | 3.46%-4.3pp | -9.96%+9.1pp |
| Employer contribution / active EE | $6,935 | $2,448+183.3% | $2,722+154.8% | $2,111+228.5% |
| Participant deferral / active EE | $3,178 | $3,121+1.8% | $3,402-6.6% | $3,350-5.1% |
| Admin fee / account holder | $103 | $236-56.5% | $3,590-97.1% | $521-80.3% |