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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,714 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $11,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,770 | $56,485-75.6% | $185,823-92.6% | $86,799-84.1% |
| Participation rate | 97.2% | 65.5%+31.7pp | 81.7%+15.5pp | 72.3%+24.9pp |
| Annual return | 17.02% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,077 | $1,843-41.5% | $5,167-79.2% | $2,405-55.2% |
| Participant deferral / active EE | $1,407 | $2,553-44.9% | $5,568-74.7% | $4,131-65.9% |
| Admin fee / account holder | $22 | $150-85.4% | $16,237-99.9% | $170-87.1% |