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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,616 | $91,190-70.8% | $178,490-85.1% | $79,858-66.7% |
| Participation rate | 82.2% | 69.2%+13.0pp | 81.9%+0.3pp | 69.6%+12.6pp |
| Annual return | 15.76% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,266 | $3,256-61.1% | $5,011-74.7% | $2,471-48.8% |
| Participant deferral / active EE | $2,057 | $3,236-36.4% | $5,202-60.5% | $3,740-45.0% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |