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 Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARK W · AUSTIN, TX 78735 | Advisory (Participants) | $4,484 |
Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $320 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,575 | $42,548-49.3% | $74,550-71.1% | $56,287-61.7% |
| Participation rate | 22.2% | 60.5%-38.3pp | 69.1%-46.9pp | 69.9%-47.6pp |
| Annual return | -6.87% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,279 | $2,277-43.9% | $3,108-58.9% | $3,350-61.8% |
| Admin fee / account holder | $256 | $467-45.2% | $5,060-94.9% | $521-50.9% |