Filed April 14, 2023
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 INVESTMENT SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,847 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,191 | $58,726-17.9% | $92,233-47.8% | $62,292-22.6% |
| Participation rate | 81.8% | 68.3%+13.4pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 17.74% | 43.62%-25.9pp | 176.28%-158.5pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,399 | $2,392+0.3% | $3,679-34.8% | $2,042+17.5% |
| Participant deferral / active EE | $4,421 | $2,766+59.9% | $3,897+13.5% | $3,169+39.5% |
| Admin fee / account holder | $209 | $556-62.5% | $5,194-96.0% | $479-56.5% |