Filed May 14, 2013
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 64 · EIN 71-0294708 | Recordkeeping Fees | $32,578 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $8,580 |
Annual investment return 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 | $21,434 | $65,061-67.1% | $143,757-85.1% | $66,914-68.0% |
| Participation rate | 90.5% | 65.2%+25.4pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -19.73% | -11.14%-8.6pp | -0.04%-19.7pp | 1.58%-21.3pp |
| Employer contribution / active EE | $956 | $2,361-59.5% | $4,951-80.7% | $2,544-62.4% |
| Participant deferral / active EE | $2,383 | $2,919-18.4% | $5,637-57.7% | $4,237-43.8% |
| Admin fee / account holder | $119 | $502-76.2% | $14,673-99.2% | $593-79.9% |