Filed January 3, 2012
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 13 · EIN 42-0127290 | Contract Administrator | $80,144 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $22,024 |
Service code 49 · EIN 74-2794194 | Other Services | $6,166 |
Annual investment return 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 | $34,385 | $43,999-21.9% | $79,464-56.7% | $55,725-38.3% |
| Participation rate | 95.5% | 66.9%+28.6pp | 73.3%+22.1pp | 70.9%+24.6pp |
| Annual return | -6.53% | 1.81%-8.3pp | 718.14%-724.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,917 | $1,830+59.4% | $2,800+4.1% | $2,078+40.3% |
| Participant deferral / active EE | $6,862 | $2,538+170.4% | $3,704+85.3% | $3,356+104.5% |
| Admin fee / account holder | $234 | $118+98.8% | $5,113-95.4% | $115+102.9% |