Filed March 29, 2021 (most recent of 4 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) | $78,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,843 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,244 | $58,778-11.1% | $129,207-59.6% | $77,643-32.7% |
| Participation rate | 94.4% | 59.2%+35.1pp | 69.6%+24.8pp | 70.6%+23.8pp |
| Annual return | 16.34% | 24.73%-8.4pp | 9417.33%-9401.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,901 | $1,952+151.1% | $4,153+18.0% | $2,726+79.8% |
| Participant deferral / active EE | $8,860 | $3,212+175.8% | $4,168+112.6% | $4,647+90.7% |
| Admin fee / account holder | $219 | $589-62.8% | $7,715-97.2% | $430-49.1% |