Filed July 10, 1995
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, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,417 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,425 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,875 |
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 | $153,317 | $86,332+77.6% | $125,175+22.5% | $65,185+135.2% |
| Participation rate | 98.4% | 75.3%+23.1pp | 79.8%+18.6pp | 70.2%+28.2pp |
| Annual return | 23.98% | 27.43%-3.5pp | 43.79%-19.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,352 | $2,040-33.7% | $3,865-65.0% | $2,177-37.9% |
| Participant deferral / active EE | $7,398 | $3,537+109.1% | $4,937+49.9% | $3,514+110.5% |
| Admin fee / account holder | $88 | $609-85.5% | $9,702-99.1% | $847-89.6% |