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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.
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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 17 · EIN 35-2552359 | Pension Consulting | $36,442 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,136 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,784 | $55,449-22.8% | $83,848-49.0% | $56,287-24.0% |
| Participation rate | 71.9% | 68.0%+3.9pp | 76.1%-4.2pp | 69.9%+2.1pp |
| Annual return | -3.60% | -1.38%-2.2pp | 850.88%-854.5pp | -9.96%+6.4pp |
| Employer contribution / active EE | $393 | $2,430-83.8% | $3,631-89.2% | $2,111-81.4% |
| Participant deferral / active EE | $2,678 | $2,935-8.8% | $4,082-34.4% | $3,350-20.0% |
| Admin fee / account holder | $285 | $656-56.5% | $5,478-94.8% | $521-45.2% |