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 INC2 years Filed as: KOVACK ADVISORS INC Service code 27 · EIN 20-0981614 | Advisory (Plan) | $8,581 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,301 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,029 | $91,407-59.5% | $135,903-72.8% | $71,457-48.2% |
| Participation rate | 76.5% | 75.7%+0.8pp | 81.9%-5.4pp | 67.9%+8.5pp |
| Annual return | 52.77% | 29.90%+22.9pp | 68.23%-15.5pp | 28.85%+23.9pp |
| Employer contribution / active EE | $1,985 | $3,703-46.4% | $4,856-59.1% | $2,588-23.3% |
| Participant deferral / active EE | $4,896 | $7,092-31.0% | $7,758-36.9% | $4,289+14.2% |
| Admin fee / account holder | $92 | $1,266-92.7% | $10,762-99.1% | $1,587-94.2% |