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.
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 6-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 LLC6+ years Service code 55 · EIN 35-2552359 | Other Commissions | $71,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,497 | $88,083+127.6% | $164,813+21.7% | $74,495+169.1% |
| Participation rate | 85.6% | 73.0%+12.6pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 23.82% | 17.26%+6.6pp | 69.93%-46.1pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $3,178 | $2,593+22.6% | $4,341-26.8% | $2,623+21.2% |
| Participant deferral / active EE | $7,405 | $4,498+64.6% | $6,031+22.8% | $4,346+70.4% |
| Admin fee / account holder | $87 | $2,234-96.1% | $12,690-99.3% | $1,942-95.5% |