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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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,491 |
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $15,983 |
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 | $21,830 | $45,031-51.5% | $84,966-74.3% | $77,643-71.9% |
| Participation rate | 95.0% | 48.7%+46.3pp | 67.5%+27.5pp | 70.6%+24.4pp |
| Annual return | 13.40% | 79.22%-65.8pp | 66.38%-53.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $501 | $1,609-68.8% | $2,727-81.6% | $2,726-81.6% |
| Participant deferral / active EE | $1,757 | $2,807-37.4% | $4,519-61.1% | $4,647-62.2% |
| Admin fee / account holder | $152 | $912-83.3% | $6,149-97.5% | $430-64.6% |