Filed January 17, 2020 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $979,830 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 87-0462192 | Consulting | $184,000 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,150 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $47,854 | $117,148-59.2% | $67,511-29.1% | $99,061-51.7% |
| Participation rate | 99.6% | 72.7%+27.0pp | 72.9%+26.7pp | 71.6%+28.0pp |
| Annual return | 14.07% | 14.15%-0.1pp | 3517.41%-3503.3pp | 17.66%-3.6pp |
| Employer contribution / active EE | $3,678 | $4,623-20.4% | $2,733+34.6% | $3,261+12.8% |
| Participant deferral / active EE | $4,188 | $4,782-12.4% | $4,000+4.7% | $5,331-21.5% |
| Admin fee / account holder | $107 | $50+113.0% | $3,999-97.3% | $109-2.1% |