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 | $91,664 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,688 |
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 | $62,757 | $62,267+0.8% | $110,238-43.1% | $55,725+12.6% |
| Participation rate | 98.0% | 78.1%+19.8pp | 79.8%+18.1pp | 70.9%+27.1pp |
| Annual return | -3.65% | -1.07%-2.6pp | 314.74%-318.4pp | 244.93%-248.6pp |
| Employer contribution / active EE | $4,575 | $1,941+135.7% | $3,826+19.6% | $2,078+120.2% |
| Participant deferral / active EE | $3,619 | $3,516+2.9% | $4,672-22.5% | $3,356+7.9% |
| Admin fee / account holder | $243 | $121+101.1% | $8,547-97.2% | $115+111.1% |