Filed August 14, 2009
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) | $14,818 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $198 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,195 | $91,051-75.6% | $88,497-74.9% | $55,167-59.8% |
| Participation rate | 90.6% | 79.5%+11.1pp | 82.4%+8.2pp | 69.0%+21.6pp |
| Annual return | 8.63% | 9.63%-1.0pp | 7.63%+1.0pp | 169.23%-160.6pp |
| Employer contribution / active EE | $690 | $3,430-79.9% | $4,036-82.9% | $1,963-64.8% |
| Participant deferral / active EE | $2,444 | $4,954-50.7% | $4,899-50.1% | $3,054-20.0% |
| Admin fee / account holder | $159 | $539-70.4% | $6,220-97.4% | $504-68.4% |