Filed February 1, 2018
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 Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $15,000 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $10,244 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $3,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,476 | $80,753-59.8% | $136,294-76.2% | $62,292-47.9% |
| Participation rate | 52.6% | 73.5%-21.0pp | 81.9%-29.4pp | 69.5%-17.0pp |
| Annual return | 116.27% | 35.83%+80.4pp | 5155.94%-5039.7pp | 28.90%+87.4pp |
| Employer contribution / active EE | $998 | $2,884-65.4% | $4,695-78.8% | $2,042-51.1% |
| Participant deferral / active EE | $1,907 | $5,164-63.1% | $6,247-69.5% | $3,169-39.8% |
| Admin fee / account holder | $306 | $525-41.7% | $9,243-96.7% | $479-36.1% |