Filed October 10, 2019 (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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SECURITIES, LLC Service code 27 · EIN 74-2794194 1250 S. CAPITAL OF TEXAS · WEST LAKE HILL, TX 787466446 | Advisory (Plan) | $15,000 |
WISS & COMPANY, LLP1+ years Filed as: WISS AND COMPANY Service code 10 · EIN 22-1732349 354 EISNHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $10,000 |
MASSA & ASSOCIATES, INC.2+ years Service code 11 · EIN 11-2869312 100 N CENTRE AVENUE, SUITE 400 · ROCKVILLE CTR, NY 115706301 | Actuarial | $4,510 |
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 | $129,770 | $68,408+89.7% | $57,179+127.0% | $57,658+125.1% |
| Participation rate | 87.6% | 79.1%+8.5pp | 75.3%+12.3pp | 70.2%+17.4pp |
| Annual return | 6.65% | 8.51%-1.9pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,111 | $2,869+78.1% | $2,682+90.5% | $1,974+159.0% |
| Participant deferral / active EE | $3,138 | $2,903+8.1% | $3,096+1.4% | $3,061+2.5% |
| Admin fee / account holder | $53 | $70-23.5% | $3,139-98.3% | $95-43.6% |