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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 INVESTMENT SERVICES Service code 51 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Investment Mgmt Fees | $30,000 |
Service code 10 · EIN 55-0657218 | Accounting | $14,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $13,268 |
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 | $248,930 | $73,638+238.0% | $95,952+159.4% | $73,488+238.7% |
| Participation rate | 98.5% | 76.2%+22.4pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 12.09% | 16.78%-4.7pp | 91.61%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $13,936 | $1,863+648.0% | $2,541+448.4% | $2,270+513.9% |
| Participant deferral / active EE | $2,928 | $3,617-19.0% | $4,167-29.7% | $3,740-21.7% |
| Admin fee / account holder | $399 | $482-17.2% | $6,795-94.1% | $513-22.2% |