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 | $68,458 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,886 |
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 | $38,032 | $52,293-27.3% | $178,490-78.7% | $73,409-48.2% |
| Participation rate | 82.8% | 65.3%+17.4pp | 81.9%+0.8pp | 72.2%+10.6pp |
| Annual return | 13.49% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,540 | $1,735-11.3% | $5,011-69.3% | $2,234-31.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $140 | $127+10.0% | $13,984-99.0% | $158-11.2% |