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 | Shareholder servicing fees; Finders' ... | $109,773 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 10 · EIN 35-2552359 | Accounting | $42,760 |
NATIONAL FINANCIAL SERVICES5 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 | $24,788 | $52,670-52.9% | $90,404-72.6% | $73,409-66.2% |
| Participation rate | 89.1% | 67.7%+21.4pp | 72.7%+16.4pp | 72.2%+16.9pp |
| Annual return | 13.27% | 20.70%-7.4pp | 1293.02%-1279.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,818 | $1,872-2.8% | $3,262-44.3% | $2,234-18.6% |
| Participant deferral / active EE | $437 | $2,807-84.4% | $3,963-89.0% | $3,805-88.5% |
| Admin fee / account holder | $118 | $117+1.4% | $5,611-97.9% | $158-25.0% |