Filed September 7, 2021
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 8-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 ADVISORY SERVICE, LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Service code 13 · EIN 45-4208939 | Contract Administrator | $0 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,727 | $51,288-40.1% | $81,983-62.5% | $73,409-58.1% |
| Participation rate | 98.9% | 64.0%+34.9pp | 69.2%+29.7pp | 72.2%+26.7pp |
| Annual return | 19.22% | 29.48%-10.3pp | 41.31%-22.1pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,983 | $1,487+33.4% | $2,498-20.6% | $2,234-11.2% |
| Participant deferral / active EE | $3,956 | $2,715+45.7% | $3,722+6.3% | $3,805+4.0% |
| Admin fee / account holder | $182 | $125+45.0% | $5,664-96.8% | $158+15.1% |