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 10-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 70 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting Fees | $60,000 |
MOSS ADAMS LLP1 year Service code 99 · EIN 91-0189318 | Other Fees | $14,648 |
Filed as: MERRILL LYNCH, PIERCE FENNER AND SM Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $10,648 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $195 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,153 | $94,621+1.6% | $138,135-30.4% | $73,409+31.0% |
| Participation rate | 98.5% | 83.4%+15.1pp | 78.7%+19.8pp | 72.2%+26.3pp |
| Annual return | 8.88% | 16.57%-7.7pp | 20.51%-11.6pp | 59.29%-50.4pp |
| Employer contribution / active EE | $5,411 | $4,410+22.7% | $5,587-3.1% | $2,234+142.3% |
| Participant deferral / active EE | $8,127 | $6,199+31.1% | $6,431+26.4% | $3,805+113.6% |
| Admin fee / account holder | $130 | $140-7.5% | $11,856-98.9% | $158-17.9% |