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 ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,756 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,189 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,065 |
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 | $112,683 | $66,310+69.9% | $93,606+20.4% | $65,185+72.9% |
| Participation rate | 81.4% | 74.0%+7.4pp | 75.8%+5.6pp | 70.2%+11.2pp |
| Annual return | 20.58% | 42.58%-22.0pp | 32.76%-12.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,156 | $2,012+7.2% | $2,718-20.7% | $2,177-0.9% |
| Participant deferral / active EE | $4,423 | $3,342+32.3% | $4,069+8.7% | $3,514+25.9% |
| Admin fee / account holder | $258 | $6,897-96.3% | $7,888-96.7% | $847-69.6% |