Filed June 23, 2015
Total covered: 6 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $168,968 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $84,010 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,341 | $100,227+19.1% | $169,993-29.8% | $74,419+60.4% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.0%+9.7pp | 70.7%+25.9pp |
| Annual return | 13.05% | 66.08%-53.0pp | 53.37%-40.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $3,647 | $4,263-14.4% | $6,785-46.2% | $2,637+38.3% |
| Participant deferral / active EE | $6,061 | $7,143-15.1% | $10,408-41.8% | $4,528+33.9% |
| Admin fee / account holder | $446 | $234+90.2% | $12,815-96.5% | $348+28.2% |