Filed February 29, 2000
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 | $75,339 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $37,019 |
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 | $133,511 | $59,584+124.1% | $86,874+53.7% | $79,386+68.2% |
| Participation rate | 94.2% | 67.7%+26.5pp | 71.6%+22.6pp | 70.7%+23.5pp |
| Annual return | 14.05% | 23.15%-9.1pp | 63.52%-49.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,840 | $1,768+60.6% | $2,495+13.8% | $2,427+17.0% |
| Participant deferral / active EE | $5,753 | $3,036+89.5% | $3,699+55.5% | $4,046+42.2% |
| Admin fee / account holder | $291 | $604-51.9% | $5,828-95.0% | $626-53.6% |