Filed November 25, 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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $28,449 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,897 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,718 | $69,159-46.9% | $125,175-70.7% | $67,579-45.7% |
| Participation rate | 91.5% | 78.2%+13.3pp | 79.8%+11.7pp | 71.3%+20.2pp |
| Annual return | 21.58% | 27.12%-5.5pp | 43.79%-22.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $868 | $2,023-57.1% | $3,865-77.6% | $2,148-59.6% |
| Participant deferral / active EE | $3,513 | $3,700-5.0% | $4,937-28.8% | $3,539-0.7% |
| Admin fee / account holder | $93 | $142-34.3% | $9,702-99.0% | $142-34.6% |