Filed October 15, 2007
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $41,250 |
CAPIN CROUSE LLP4+ years Service code 10 · EIN 36-3990892 | Accounting | $12,086 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $296 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,732 | $70,083+18.0% | $59,878+38.2% | $55,725+48.5% |
| Participation rate | 78.5% | 78.4%+0.2pp | 74.7%+3.8pp | 70.9%+7.7pp |
| Annual return | -3.47% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,095 | $2,878+7.5% | $2,722+13.7% | $2,078+48.9% |
| Participant deferral / active EE | $3,346 | $3,079+8.7% | $3,402-1.6% | $3,356-0.3% |
| Admin fee / account holder | $86 | $70+21.7% | $3,590-97.6% | $115-25.7% |