Filed October 1, 2014
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 |
|---|---|---|
KEYSTONE WEALTH ADVISORS INC6 years Service code 27 · EIN 27-2300847 | Advisory (Plan) | $102,093 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,530 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,411 | $78,483+184.7% | $106,201+110.4% | $74,546+199.7% |
| Participation rate | 99.5% | 72.8%+26.7pp | 75.3%+24.2pp | 67.2%+32.2pp |
| Annual return | 13.83% | 15.94%-2.1pp | 116.26%-102.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $9,762 | $2,522+287.2% | $3,170+208.0% | $2,624+272.0% |
| Participant deferral / active EE | $11,860 | $4,320+174.5% | $5,012+136.6% | $4,347+172.8% |
| Admin fee / account holder | $436 | $2,236-80.5% | $11,039-96.1% | $1,944-77.6% |