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 6-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 |
|---|---|---|
KOVACK SECURITIES INC4 years Filed as: KOVACK ADVISORS INC Service code 27 · EIN 20-0981614 | Advisory (Plan) | $13,914 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,760 |
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 | $54,282 | $100,923-46.2% | $150,045-63.8% | $74,304-26.9% |
| Participation rate | 81.7% | 70.1%+11.7pp | 82.3%-0.6pp | 60.3%+21.4pp |
| Annual return | 16.57% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,323 | $3,463-32.9% | $4,693-50.5% | $2,241+3.6% |
| Participant deferral / active EE | $5,345 | $6,709-20.3% | $7,997-33.2% | $3,767+41.9% |
| Admin fee / account holder | $135 | $2,767-95.1% | $13,435-99.0% | $2,969-95.4% |