Filed March 18, 2022
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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $70,674 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,666 | $65,908+74.0% | $81,812+40.2% | $77,643+47.7% |
| Participation rate | 71.2% | 65.8%+5.4pp | 72.3%-1.2pp | 70.6%+0.6pp |
| Annual return | 12.86% | 26.64%-13.8pp | 773.79%-760.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,258 | $2,370-46.9% | $2,912-56.8% | $2,726-53.8% |
| Participant deferral / active EE | $4,040 | $3,505+15.2% | $4,319-6.5% | $4,647-13.1% |
| Admin fee / account holder | $29 | $526-94.4% | $7,386-99.6% | $430-93.2% |