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 | $104,389 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,229 |
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 | $77,346 | $69,159+11.8% | $125,175-38.2% | $67,579+14.5% |
| Participation rate | 99.3% | 78.2%+21.1pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 20.77% | 27.12%-6.3pp | 43.79%-23.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $4,810 | $2,023+137.7% | $3,865+24.4% | $2,148+123.9% |
| Participant deferral / active EE | $4,212 | $3,700+13.9% | $4,937-14.7% | $3,539+19.0% |
| Admin fee / account holder | $271 | $142+90.9% | $9,702-97.2% | $142+90.2% |