Filed July 30, 2006 (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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,548 |
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 | $178,586 | $80,211+122.6% | $74,183+140.7% | $63,975+179.2% |
| Participation rate | 98.8% | 84.2%+14.7pp | 76.6%+22.2pp | 71.1%+27.7pp |
| Annual return | 8.69% | 14.13%-5.4pp | 17.74%-9.0pp | 48.65%-40.0pp |
| Employer contribution / active EE | $5,565 | $2,553+118.0% | $2,370+134.8% | $2,182+155.1% |
| Participant deferral / active EE | $9,188 | $4,370+110.2% | $3,550+158.8% | $3,356+173.7% |
| Admin fee / account holder | -$29 | $67-143.1% | $5,586-100.5% | $70-141.1% |