Filed August 12, 2008
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,790 | $63,114+2.7% | $92,893-30.3% | $65,185-0.6% |
| Participation rate | 98.6% | 68.8%+29.8pp | 76.0%+22.6pp | 70.2%+28.4pp |
| Annual return | 22.33% | 28.75%-6.4pp | 109.41%-87.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,094 | $2,571+20.4% | $3,653-15.3% | $2,177+42.2% |
| Participant deferral / active EE | $5,233 | $3,108+68.4% | $4,236+23.5% | $3,514+48.9% |
| Admin fee / account holder | $300 | $624-51.9% | $5,794-94.8% | $847-64.6% |