Filed September 8, 2006 (most recent of 3 filings on file)
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 37 · EIN 35-0145825 | Loan Processing | $61,217 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $27,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,405 | $66,124+9.5% | $90,404-19.9% | $73,488-1.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.41% | 17.65%-1.2pp | 1293.02%-1276.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $5,466 | $2,346+133.0% | $3,262+67.6% | $2,270+140.8% |
| Participant deferral / active EE | $6,288 | $3,039+106.9% | $3,963+58.7% | $3,740+68.1% |
| Admin fee / account holder | $16 | $396-95.9% | $5,611-99.7% | $513-96.8% |