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 | $45,245 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $12,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,099 | $55,415-43.9% | $155,509-80.0% | $74,495-58.3% |
| Participation rate | 86.6% | 61.9%+24.7pp | 78.2%+8.4pp | 67.2%+19.4pp |
| Annual return | 15.59% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $894 | $2,267-60.6% | $4,672-80.9% | $2,623-65.9% |
| Participant deferral / active EE | $3,304 | $2,836+16.5% | $5,626-41.3% | $4,346-24.0% |
| Admin fee / account holder | $167 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |