Filed March 8, 2013
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 | Recordkeeping and information managem... | $822,373 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $38,319 |
BKD, LLP3+ years Filed as: BKD CPAS AND ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $16,100 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $677 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $33,137 | $48,835-32.1% | $170,442-80.6% | $177,276-81.3% |
| Participation rate | 95.4% | 72.1%+23.4pp | 83.6%+11.9pp | 74.8%+20.6pp |
| Annual return | 16.83% | 19.44%-2.6pp | 205.93%-189.1pp | 21.25%-4.4pp |
| Employer contribution / active EE | $1,834 | $1,798+2.0% | $5,433-66.2% | $2,479-26.0% |
| Participant deferral / active EE | $3,488 | $2,757+26.5% | $4,939-29.4% | $3,881-10.1% |
| Admin fee / account holder | $87 | $52+67.8% | $13,880-99.4% | $154-43.4% |