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.
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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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $101,687 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $48,913 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,177 |
GRAY PLANT MOOTY1 year Filed as: GARY PLANT MOOTY Service code 29 · EIN 41-1411978 | Legal | $14,680 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $13,496 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,226 | $65,223-29.1% | $80,019-42.2% | $55,725-17.0% |
| Participation rate | 89.4% | 80.6%+8.8pp | 75.8%+13.6pp | 70.9%+18.5pp |
| Annual return | -10.28% | 7.59%-17.9pp | 11.22%-21.5pp | 244.93%-255.2pp |
| Employer contribution / active EE | $4,468 | $2,544+75.6% | $2,468+81.0% | $2,078+115.0% |
| Participant deferral / active EE | $4,516 | $3,881+16.4% | $3,686+22.5% | $3,356+34.6% |
| Admin fee / account holder | $235 | $114+105.6% | $6,521-96.4% | $115+103.8% |