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 LLC2+ 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) | $20,000 |
WISS & COMPANY, LLP2+ years Filed as: WISS AND COMPANY Service code 10 · EIN 22-1732349 354 EISNHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $15,000 |
MASSA & ASSOCIATES, INC.3+ years Service code 11 · EIN 11-2869312 100 N CENTRE AVENUE, SUITE 400 · ROCKVILLE CTR, NY 115706301 | Actuarial | $5,293 |
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 | $145,198 | $74,552+94.8% | $62,995+130.5% | $69,631+108.5% |
| Participation rate | 87.4% | 78.3%+9.2pp | 74.8%+12.6pp | 70.7%+16.7pp |
| Annual return | 15.32% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $6,161 | $2,929+110.3% | $2,759+123.3% | $2,032+203.2% |
| Participant deferral / active EE | $3,333 | $2,974+12.1% | $3,329+0.1% | $3,224+3.4% |
| Admin fee / account holder | $57 | $59-4.3% | $3,600-98.4% | $110-48.5% |