Filed May 26, 2022 (most recent of 2 filings on file)
Total covered: 71 employees
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 16 · EIN 35-2552359 | Consulting | $78,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,275 |
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 | $139,998 | $82,546+69.6% | $140,0160% | $75,289+85.9% |
| Participation rate | 98.9% | 88.4%+10.5pp | 87.5%+11.4pp | 72.4%+26.4pp |
| Annual return | -5.31% | -0.36%-4.9pp | 651.12%-656.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,925 | $3,856-24.1% | $5,606-47.8% | $2,405+21.6% |
| Participant deferral / active EE | $6,497 | $5,731+13.4% | $6,927-6.2% | $3,739+73.8% |
| Admin fee / account holder | $30 | $86-64.6% | $10,705-99.7% | $102-70.3% |