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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,786 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,761 | $62,723-1.5% | $142,863-56.8% | $86,799-28.8% |
| Participation rate | 70.5% | 62.6%+8.0pp | 71.9%-1.4pp | 72.3%-1.8pp |
| Annual return | 14.15% | 17.62%-3.5pp | 5637.54%-5623.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,605 | $1,627-1.4% | $4,144-61.3% | $2,405-33.3% |
| Participant deferral / active EE | $2,504 | $3,039-17.6% | $3,837-34.7% | $4,131-39.4% |
| Admin fee / account holder | $143 | $140+2.2% | $6,560-97.8% | $170-15.9% |