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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $163,265 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $76,390 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,055 | $56,443-9.5% | $83,848-39.1% | $55,725-8.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -3.39% | 393.67%-397.1pp | 850.88%-854.3pp | 244.93%-248.3pp |
| Employer contribution / active EE | $2,548 | $2,682-5.0% | $3,631-29.8% | $2,078+22.6% |
| Participant deferral / active EE | $7,612 | $2,965+156.7% | $4,082+86.5% | $3,356+126.9% |
| Admin fee / account holder | $387 | $156+147.8% | $5,478-92.9% | $115+236.1% |