Filed December 30, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 47-1566880 | Other Services | $38,003 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $20,688 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 49 · EIN 36-4291971 | Other Services | $20,000 |
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 | $148,708 | $84,948+75.1% | $70,449+111.1% | $73,409+102.6% |
| Participation rate | 91.4% | 79.9%+11.4pp | 75.1%+16.3pp | 72.2%+19.2pp |
| Annual return | 57.29% | 13.39%+43.9pp | 109.03%-51.7pp | 59.29%-2.0pp |
| Employer contribution / active EE | $1,663 | $2,834-41.3% | $2,737-39.2% | $2,234-25.5% |
| Participant deferral / active EE | $3,029 | $3,387-10.6% | $3,709-18.3% | $3,805-20.4% |
| Admin fee / account holder | $97 | $98-0.7% | $3,845-97.5% | $158-38.3% |