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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $72,098 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 10 · EIN 35-2552359 | Accounting | $43,217 |
NATIONAL FINANCIAL SERVICES3 years 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 | $17,712 | $43,999-59.7% | $79,464-77.7% | $55,725-68.2% |
| Participation rate | 99.2% | 66.9%+32.3pp | 73.3%+25.9pp | 70.9%+28.4pp |
| Annual return | 32.52% | 1.81%+30.7pp | 718.14%-685.6pp | 244.93%-212.4pp |
| Employer contribution / active EE | $2,262 | $1,830+23.6% | $2,800-19.2% | $2,078+8.8% |
| Participant deferral / active EE | $257 | $2,538-89.9% | $3,704-93.1% | $3,356-92.3% |
| Admin fee / account holder | $79 | $118-32.8% | $5,113-98.5% | $115-31.4% |