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 INC3 years Filed as: KOVACK ADVISORS INC Service code 27 · EIN 20-0981614 | Advisory (Plan) | $12,112 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,879 |
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 | $48,408 | $101,317-52.2% | $146,958-67.1% | $74,495-35.0% |
| Participation rate | 78.7% | 75.5%+3.2pp | 82.2%-3.5pp | 67.2%+11.5pp |
| Annual return | 20.04% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,232 | $3,810-41.4% | $4,933-54.8% | $2,623-14.9% |
| Participant deferral / active EE | $5,648 | $7,303-22.7% | $8,070-30.0% | $4,346+30.0% |
| Admin fee / account holder | $140 | $1,739-91.9% | $12,998-98.9% | $1,942-92.8% |