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 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $52,128 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,813 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,751 |
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 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 | $148,915 | $66,813+122.9% | $100,516+48.2% | $73,488+102.6% |
| Participation rate | 99.1% | 77.5%+21.7pp | 79.4%+19.7pp | 70.7%+28.5pp |
| Annual return | 16.54% | 25.70%-9.2pp | 30.89%-14.3pp | 28.51%-12.0pp |
| Employer contribution / active EE | $5,225 | $2,147+143.4% | $3,418+52.9% | $2,270+130.2% |
| Participant deferral / active EE | $6,061 | $5,883+3.0% | $6,270-3.3% | $3,740+62.1% |
| Admin fee / account holder | $512 | $512+0.1% | $8,081-93.7% | $513-0.1% |