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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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,211 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,767 | $45,382-8.0% | $154,107-72.9% | $75,289-44.5% |
| Participation rate | 32.5% | 65.9%-33.4pp | 83.0%-50.6pp | 72.4%-39.9pp |
| Annual return | -5.78% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $152 | $1,533-90.1% | $5,298-97.1% | $2,405-93.7% |
| Participant deferral / active EE | $1,222 | $2,384-48.8% | $5,081-76.0% | $3,739-67.3% |
| Admin fee / account holder | $165 | $89+84.5% | $13,411-98.8% | $102+61.1% |