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 | $104,613 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,446 | $52,670+18.6% | $90,404-30.9% | $73,409-14.9% |
| Participation rate | 97.1% | 67.7%+29.4pp | 72.7%+24.4pp | 72.2%+24.9pp |
| Annual return | 19.31% | 20.70%-1.4pp | 1293.02%-1273.7pp | 59.29%-40.0pp |
| Employer contribution / active EE | $3,812 | $1,872+103.7% | $3,262+16.9% | $2,234+70.7% |
| Participant deferral / active EE | $8,860 | $2,807+215.6% | $3,963+123.5% | $3,805+132.8% |
| Admin fee / account holder | $293 | $117+151.0% | $5,611-94.8% | $158+85.6% |