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 | $25,126 | $85,202-70.5% | $172,739-85.5% | $72,985-65.6% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.4pp | 69.5%+9.8pp |
| Annual return | 19.78% | 27.32%-7.5pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,290 | $3,324-61.2% | $5,143-74.9% | $2,440-47.1% |
| Participant deferral / active EE | $1,831 | $3,260-43.8% | $5,198-64.8% | $3,607-49.2% |
| Admin fee / account holder | $15 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |