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 | Participant communication; Account ma... | $105,355 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,565 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,706 |
NATIONAL FINANCIAL SERVICES7 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 | $23,667 | $47,722-50.4% | $82,719-71.4% | $64,808-63.5% |
| Participation rate | 88.1% | 67.6%+20.4pp | 72.6%+15.5pp | 71.5%+16.6pp |
| Annual return | -16.04% | -13.05%-3.0pp | 701.18%-717.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,645 | $2,179-24.5% | $3,009-45.3% | $2,506-34.4% |
| Participant deferral / active EE | $641 | $3,329-80.7% | $4,395-85.4% | $4,310-85.1% |
| Admin fee / account holder | $116 | $143-18.9% | $5,329-97.8% | $188-38.3% |