Filed January 23, 2015
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) | $10,469 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,771 |
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 | $6,267 | $62,928-90.0% | $172,739-96.4% | $67,579-90.7% |
| Participation rate | 94.2% | 64.5%+29.7pp | 82.6%+11.5pp | 71.3%+22.9pp |
| Annual return | 23.19% | 30.36%-7.2pp | 802.84%-779.7pp | 378.56%-355.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,014 | $2,145-52.7% | $5,198-80.5% | $3,539-71.4% |
| Admin fee / account holder | $14 | $167-91.7% | $13,954-99.9% | $142-90.3% |