Filed August 13, 2015 (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 | $77,192 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,926 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,567 | $53,925-69.3% | $75,670-78.1% | $69,631-76.2% |
| Participation rate | 97.0% | 71.2%+25.8pp | 72.3%+24.7pp | 70.7%+26.3pp |
| Annual return | 31.70% | 17.84%+13.9pp | 27.34%+4.4pp | 27571.02%-27539.3pp |
| Employer contribution / active EE | $1,746 | $1,802-3.1% | $2,352-25.7% | $2,032-14.1% |
| Participant deferral / active EE | $3,697 | $2,569+43.9% | $3,142+17.6% | $3,224+14.7% |
| Admin fee / account holder | $166 | $97+71.0% | $5,800-97.1% | $110+50.3% |