Filed April 9, 2019
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 ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $63,846 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,014 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,369 | $78,976+54.9% | $100,383+21.9% | $74,546+64.2% |
| Participation rate | 96.2% | 79.5%+16.8pp | 81.5%+14.7pp | 67.2%+29.0pp |
| Annual return | 14.63% | 20.62%-6.0pp | 49.26%-34.6pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,463 | $3,019+14.7% | $3,944-12.2% | $2,624+31.9% |
| Participant deferral / active EE | $5,785 | $7,758-25.4% | $8,086-28.5% | $4,347+33.1% |
| Admin fee / account holder | $512 | $1,330-61.5% | $7,900-93.5% | $1,944-73.6% |