Filed February 22, 2021 (most recent of 3 filings on file)
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 · EIN 35-2552359 | Advisory (Plan) | $14,363 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,783 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,176 |
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 | $121,325 | $48,076+152.4% | $78,689+54.2% | $62,891+92.9% |
| Participation rate | 87.3% | 65.2%+22.1pp | 73.6%+13.8pp | 69.3%+18.0pp |
| Annual return | 8.07% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,602 | $2,015+128.4% | $2,851+61.4% | $2,281+101.7% |
| Participant deferral / active EE | $5,758 | $2,588+122.5% | $3,517+63.7% | $3,203+79.8% |
| Admin fee / account holder | $22 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |