Filed December 18, 2018 (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 C/O GA Service code 17 · EIN 35-2552359 | Pension Consulting | $25,000 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $10,450 |
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 | $172,887 | $92,091+87.7% | $62,995+174.4% | $77,958+121.8% |
| Participation rate | 96.6% | 74.5%+22.2pp | 74.8%+21.8pp | 71.6%+25.0pp |
| Annual return | 14.88% | 16.23%-1.3pp | 87.57%-72.7pp | 20.87%-6.0pp |
| Employer contribution / active EE | $7,388 | $3,424+115.7% | $2,759+167.8% | $2,310+219.8% |
| Participant deferral / active EE | $5,896 | $3,361+75.4% | $3,329+77.1% | $3,537+66.7% |
| Admin fee / account holder | $5 | $48-90.6% | $3,600-99.9% | $97-95.4% |