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 LLC5+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,176 |
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 | $70,941 | $69,362+2.3% | $101,248-29.9% | $73,488-3.5% |
| Participation rate | 96.4% | 68.4%+28.0pp | 75.8%+20.6pp | 70.7%+25.7pp |
| Annual return | 15.04% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,826 | $2,628+7.5% | $3,660-22.8% | $2,270+24.5% |
| Participant deferral / active EE | $6,349 | $3,300+92.4% | $4,370+45.3% | $3,740+69.8% |
| Admin fee / account holder | $271 | $704-61.5% | $5,945-95.4% | $513-47.2% |