See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $134,083 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $18,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $850 |
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 | $109,324 | $127,481-14.2% | $149,696-27.0% | $90,288+21.1% |
| Participation rate | 95.6% | 78.2%+17.4pp | 82.5%+13.2pp | 73.4%+22.3pp |
| Annual return | 29.63% | 57.78%-28.1pp | 276.60%-247.0pp | 53.97%-24.3pp |
| Employer contribution / active EE | $3,548 | $3,448+2.9% | $4,644-23.6% | $2,524+40.6% |
| Participant deferral / active EE | $8,126 | $6,975+16.5% | $6,842+18.8% | $4,232+92.0% |
| Admin fee / account holder | $136 | $152-10.2% | $9,309-98.5% | $114+19.4% |