Filed February 23, 2016 (most recent of 2 filings on file)
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 9-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 15 · EIN 35-2552359 | Recordkeeping | $42,114 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,639 | $79,523+1.4% | $140,016-42.4% | $56,287+43.3% |
| Participation rate | 97.1% | 85.7%+11.4pp | 87.5%+9.6pp | 69.9%+27.2pp |
| Annual return | 0.76% | 2.39%-1.6pp | 651.12%-650.4pp | -9.96%+10.7pp |
| Employer contribution / active EE | $2,460 | $3,350-26.6% | $5,606-56.1% | $2,111+16.5% |
| Participant deferral / active EE | $6,426 | $5,129+25.3% | $6,927-7.2% | $3,350+91.8% |
| Admin fee / account holder | $338 | $614-45.0% | $10,705-96.8% | $521-35.1% |