Filed August 9, 2007 (most recent of 3 filings on file)
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 10-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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,010 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,000 |
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 | $50,953 | $54,121-5.9% | $134,143-62.0% | $73,409-30.6% |
| Participation rate | 79.1% | 64.4%+14.7pp | 72.2%+6.9pp | 72.2%+6.9pp |
| Annual return | 13.86% | -312.52%+326.4pp | 36.33%-22.5pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,724 | $1,402+23.0% | $3,704-53.4% | $2,234-22.8% |
| Participant deferral / active EE | $2,822 | $2,844-0.8% | $3,499-19.3% | $3,805-25.8% |
| Admin fee / account holder | $110 | $132-16.6% | $6,684-98.3% | $158-30.1% |