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 | Finders' fees / placement fees; Direc... | $123,272 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 10 · EIN 35-2552359 | Accounting | $41,329 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,882 | $54,237-52.3% | $90,281-71.3% | $67,579-61.7% |
| Participation rate | 93.3% | 68.6%+24.7pp | 73.3%+20.0pp | 71.3%+22.0pp |
| Annual return | 18.04% | 37.27%-19.2pp | 78.10%-60.1pp | 378.56%-360.5pp |
| Employer contribution / active EE | $2,014 | $1,846+9.1% | $2,854-29.4% | $2,148-6.2% |
| Participant deferral / active EE | $390 | $2,625-85.1% | $3,885-90.0% | $3,539-89.0% |
| Admin fee / account holder | $144 | $123+16.8% | $5,351-97.3% | $142+1.3% |