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 | $41,228 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,385 |
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 | $102,283 | $136,307-25.0% | $177,821-42.5% | $73,488+39.2% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.7%+9.9pp | 70.7%+26.9pp |
| Annual return | 15.32% | 18.68%-3.4pp | 48.32%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,686 | $3,712-27.7% | $5,918-54.6% | $2,270+18.3% |
| Participant deferral / active EE | $6,612 | $5,829+13.4% | $7,714-14.3% | $3,740+76.8% |
| Admin fee / account holder | $338 | $596-43.3% | $12,427-97.3% | $513-34.1% |