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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,078 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,270 |
SAGINAW PENSION SERVICES, INC.6+ years Service code 13 · EIN 38-2436967 | Contract Administrator | $5,329 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,213 | $52,670-14.2% | $90,404-50.0% | $73,409-38.4% |
| Participation rate | 71.5% | 67.7%+3.8pp | 72.7%-1.2pp | 72.2%-0.7pp |
| Annual return | 13.62% | 20.70%-7.1pp | 1293.02%-1279.4pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,971 | $1,872+5.3% | $3,262-39.6% | $2,234-11.8% |
| Participant deferral / active EE | $744 | $2,807-73.5% | $3,963-81.2% | $3,805-80.5% |
| Admin fee / account holder | $181 | $117+54.9% | $5,611-96.8% | $158+14.6% |