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 |
|---|---|---|
PEASE & ASSOCIATES, LLC1 year Service code 10 · EIN 36-4267431 | Accounting | $10,060 |
Service code 29 · EIN 34-6596918 | Legal | $9,167 |
Filed as: KESTRA ADVISORY SERVICES, LLC TOM Service code 17 · EIN 36-4291971 | Pension Consulting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,687 | $36,916+56.3% | $156,549-63.2% | $57,658+0.1% |
| Participation rate | 56.7% | 63.4%-6.7pp | 84.0%-27.3pp | 70.2%-13.5pp |
| Annual return | 9.12% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $680 | $1,571-56.7% | $5,501-87.6% | $1,974-65.6% |
| Participant deferral / active EE | $2,368 | $1,926+23.0% | $4,871-51.4% | $3,061-22.6% |
| Admin fee / account holder | $140 | $82+69.6% | $13,027-98.9% | $95+48.0% |