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 LLC3+ years Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $36,079 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,945 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,100 |
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 | $55,974 | $61,214-8.6% | $83,333-32.8% | $56,287-0.6% |
| Participation rate | 83.5% | 72.6%+10.9pp | 77.8%+5.7pp | 69.9%+13.6pp |
| Annual return | -5.51% | 0.42%-5.9pp | 10.63%-16.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $6,606 | $1,925+243.1% | $3,379+95.5% | $2,111+212.9% |
| Participant deferral / active EE | $7,911 | $5,091+55.4% | $5,565+42.2% | $3,350+136.2% |
| Admin fee / account holder | $115 | $512-77.6% | $7,510-98.5% | $521-78.0% |