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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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $36,242 |
Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $5,282 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $1,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,074 | $58,320-60.4% | $86,436-73.3% | $66,914-65.5% |
| Participation rate | 82.5% | 78.6%+3.9pp | 80.3%+2.2pp | 69.8%+12.7pp |
| Annual return | -18.73% | -9.71%-9.0pp | 4394.89%-4413.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,037 | $2,615-22.1% | $3,769-45.9% | $2,544-19.9% |
| Participant deferral / active EE | $3,521 | $6,899-49.0% | $6,952-49.3% | $4,237-16.9% |
| Admin fee / account holder | $9 | $546-98.4% | $6,731-99.9% | $593-98.6% |