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 28 · EIN 35-2552359 | Investment Management | $55,000 |
CAPIN CROUSE LLP6+ years Service code 10 · EIN 36-3990892 | Accounting | $11,300 |
ICE MILLER LLP2 years Service code 29 · EIN 35-0874357 | Legal | $2,379 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,214 |
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 | $102,976 | $84,948+21.2% | $70,449+46.2% | $73,409+40.3% |
| Participation rate | 99.7% | 79.9%+19.7pp | 75.1%+24.6pp | 72.2%+27.5pp |
| Annual return | 11.94% | 13.39%-1.4pp | 109.03%-97.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $3,578 | $2,834+26.3% | $2,737+30.7% | $2,234+60.2% |
| Participant deferral / active EE | $4,100 | $3,387+21.0% | $3,709+10.5% | $3,805+7.7% |
| Admin fee / account holder | $111 | $98+13.4% | $3,845-97.1% | $158-29.5% |