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 LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $18,099 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 | Advisory (Plan) | $11,834 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 | Other Services | $7,901 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 | Advisory (Plan) | $7,428 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,984 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 | Other Services | $0 |
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 | $74,363 | $89,739-17.1% | $149,718-50.3% | $62,292+19.4% |
| Participation rate | 92.2% | 85.1%+7.1pp | 87.1%+5.1pp | 69.5%+22.7pp |
| Annual return | 17.04% | 21.01%-4.0pp | 1501.63%-1484.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,644 | $3,233-49.2% | $5,445-69.8% | $2,042-19.5% |
| Participant deferral / active EE | $6,643 | $4,797+38.5% | $6,569+1.1% | $3,169+109.6% |
| Admin fee / account holder | $92 | $551-83.4% | $11,283-99.2% | $479-80.9% |