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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,838 |
Filed as: KESTRA FINANCIAL Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $10,450 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,144 | $58,577-45.1% | $83,333-61.4% | $64,186-49.9% |
| Participation rate | 73.8% | 72.0%+1.8pp | 77.8%-4.0pp | 69.6%+4.2pp |
| Annual return | -7.11% | 9.65%-16.8pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,393 | $2,098-33.6% | $3,379-58.8% | $2,381-41.5% |
| Participant deferral / active EE | $3,699 | $4,654-20.5% | $5,565-33.5% | $3,470+6.6% |
| Admin fee / account holder | $235 | $9,275-97.5% | $7,510-96.9% | $4,888-95.2% |