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 | $188,236 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $84,819 |
MORNINGSTAR2 years 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 | $128,172 | $129,021-0.7% | $184,203-30.4% | $77,643+65.1% |
| Participation rate | 96.3% | 87.3%+9.0pp | 86.8%+9.5pp | 70.6%+25.7pp |
| Annual return | 10.68% | 33.27%-22.6pp | 28.81%-18.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $3,722 | $4,413-15.7% | $6,427-42.1% | $2,726+36.5% |
| Participant deferral / active EE | $6,526 | $7,297-10.6% | $9,131-28.5% | $4,647+40.4% |
| Admin fee / account holder | $498 | $254+96.2% | $13,901-96.4% | $430+15.7% |