Filed April 9, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 LLC6+ years Service code 55 · EIN 35-2552359 | Other Commissions | $71,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,497 | $88,087+127.6% | $164,866+21.6% | $74,546+169.0% |
| Participation rate | 85.6% | 73.1%+12.5pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 23.82% | 17.27%+6.5pp | 69.97%-46.1pp | 1366.03%-1342.2pp |
| Employer contribution / active EE | $3,178 | $2,595+22.5% | $4,343-26.8% | $2,624+21.1% |
| Participant deferral / active EE | $7,405 | $4,499+64.6% | $6,033+22.7% | $4,347+70.3% |
| Admin fee / account holder | $87 | $2,232-96.1% | $12,689-99.3% | $1,944-95.5% |