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 27 · EIN 35-2552359 | Advisory (Plan) | $35,223 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,660 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,043 | $64,286-56.4% | $90,951-69.2% | $73,409-61.8% |
| Participation rate | 78.5% | 63.6%+14.9pp | 69.0%+9.4pp | 72.2%+6.3pp |
| Annual return | 16.22% | 21.45%-5.2pp | 134.60%-118.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $584 | $895-34.7% | $2,122-72.5% | $2,234-73.9% |
| Participant deferral / active EE | $1,602 | $2,453-34.7% | $3,373-52.5% | $3,805-57.9% |
| Admin fee / account holder | $128 | $287-55.5% | $5,959-97.9% | $158-19.0% |