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 8-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 1250 CAPITAL OF TEXAS HWY., S. · AUSTIN, TX 78746 | Advisory (Plan) | $7,307 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISORS SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $5,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $219 |
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 | $122,093 | $46,732+161.3% | $156,549-22.0% | $55,167+121.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.54% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $4,876 | $2,105+131.6% | $5,501-11.4% | $1,963+148.4% |
| Participant deferral / active EE | $4,035 | $2,204+83.1% | $4,871-17.2% | $3,054+32.1% |
| Admin fee / account holder | $202 | $418-51.7% | $13,027-98.4% | $504-59.9% |