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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET DES MOINES · DES MOINES, IA 503922300 | Contract Administrator | $74,966 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $60,571 |
THE BENEFIT PRACTICE7 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $21,719 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 1250 S CAPITAL OF TEXAS · W LAKE HILLS, TX 787466446 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,328 | $102,553-10.9% | $151,611-39.8% | $66,914+36.5% |
| Participation rate | 85.8% | 85.5%+0.3pp | 87.5%-1.7pp | 69.8%+16.0pp |
| Annual return | -14.89% | -10.82%-4.1pp | 3.33%-18.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $15,233 | $6,641+129.4% | $8,363+82.1% | $4,237+259.5% |
| Admin fee / account holder | $325 | $630-48.4% | $11,616-97.2% | $593-45.2% |