Filed October 28, 2004
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 9-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 Service code 99 · EIN 47-1566880 | Other Fees | $0 |
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 | $22,471 | $76,000-70.4% | $154,107-85.4% | $64,186-65.0% |
| Participation rate | 79.8% | 70.4%+9.4pp | 83.0%-3.3pp | 69.6%+10.2pp |
| Annual return | -6.98% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,914 | $3,351-13.0% | $5,298-45.0% | $2,381+22.4% |
| Participant deferral / active EE | $1,405 | $3,175-55.8% | $5,081-72.4% | $3,470-59.5% |
| Admin fee / account holder | $95 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |