Filed September 27, 1992
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 Service code 15 · EIN 35-2552359 | Recordkeeping | $12,874 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,115 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,791 | $42,548-22.9% | $74,550-56.0% | $56,287-41.7% |
| Participation rate | 95.4% | 60.5%+34.9pp | 69.1%+26.2pp | 69.9%+25.5pp |
| Annual return | -7.77% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $3,001 | $855+250.9% | $1,961+53.0% | $2,111+42.1% |
| Participant deferral / active EE | $4,376 | $2,277+92.2% | $3,108+40.8% | $3,350+30.6% |
| Admin fee / account holder | $94 | $467-79.9% | $5,060-98.1% | $521-82.0% |