Filed July 1, 2022 (most recent of 3 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 16 · EIN 35-2552359 | Consulting | $33,750 |
ABDO, EICK & MEYERS, LLP5+ years Service code 10 · EIN 41-1397419 | Accounting | $10,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,667 |
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 | $80,541 | $47,456+69.7% | $172,739-53.4% | $77,787+3.5% |
| Participation rate | 94.9% | 66.3%+28.6pp | 82.6%+12.2pp | 73.2%+21.7pp |
| Annual return | 23.09% | 35.57%-12.5pp | 802.84%-779.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $2,085 | $1,574+32.5% | $5,143-59.5% | $2,504-16.8% |
| Participant deferral / active EE | $5,009 | $2,560+95.7% | $5,198-3.6% | $3,967+26.3% |
| Admin fee / account holder | $10 | $81-87.2% | $13,954-99.9% | $100-89.7% |