Filed April 19, 2008 (most recent of 3 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 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 Service code 10 1251 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Accounting | $16,344 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $10,318 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,720 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,279 | $39,859-66.7% | $78,689-83.1% | $57,658-77.0% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 6.72% | 18.96%-12.2pp | 62.18%-55.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,453 | $1,786+93.4% | $2,851+21.1% | $1,974+74.9% |
| Participant deferral / active EE | $99 | $2,248-95.6% | $3,517-97.2% | $3,061-96.8% |
| Admin fee / account holder | $22 | $76-71.7% | $4,510-99.5% | $95-77.2% |