Filed February 16, 2005 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,896 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,975 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $9,102 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,122 | $62,928-45.8% | $172,739-80.2% | $67,579-49.5% |
| Participation rate | 83.2% | 64.5%+18.8pp | 82.6%+0.6pp | 71.3%+12.0pp |
| Annual return | 17.34% | 30.36%-13.0pp | 802.84%-785.5pp | 378.56%-361.2pp |
| Employer contribution / active EE | $2,632 | $1,636+60.9% | $5,143-48.8% | $2,148+22.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $153 | $167-8.1% | $13,954-98.9% | $142+7.6% |