Filed June 8, 2009 (most recent of 3 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 Service code 26 · EIN 35-2552359 | Advisory (Participants) | $32,550 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,635 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 10 · EIN 74-2794194 | Accounting | $10,771 |
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 | $81,100 | $46,173+75.6% | $170,442-52.4% | $69,631+16.5% |
| Participation rate | 89.9% | 63.9%+26.0pp | 83.6%+6.3pp | 70.7%+19.2pp |
| Annual return | 15.56% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,133 | $1,610+32.5% | $5,433-60.7% | $2,032+5.0% |
| Participant deferral / active EE | $3,610 | $2,080+73.5% | $4,939-26.9% | $3,224+12.0% |
| Admin fee / account holder | $97 | $116-16.6% | $13,880-99.3% | $110-12.4% |