Filed April 18, 2007
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 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $24,565 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $10,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,843 | $221,442-84.3% | $92,233-62.2% | $77,958-55.3% |
| Participation rate | 24.9% | 79.6%-54.7pp | 76.5%-51.6pp | 71.6%-46.8pp |
| Annual return | 22.11% | 15.65%+6.5pp | 176.28%-154.2pp | 20.87%+1.2pp |
| Employer contribution / active EE | $623 | $3,226-80.7% | $3,679-83.1% | $2,310-73.0% |
| Participant deferral / active EE | $1,187 | $2,779-57.3% | $3,897-69.5% | $3,537-66.4% |
| Admin fee / account holder | $53 | $210-74.8% | $5,194-99.0% | $97-45.8% |