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 |
|---|---|---|
CHIAMPOU TRAVIS BESAW & KERSHNER3+ years Filed as: CHIAMPOU TRAVIS BESAW AND KERSHNER Service code 10 · EIN 16-1468002 | Accounting | $14,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,486 |
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 | $57,759 | $48,576+18.9% | $169,463-65.9% | $56,287+2.6% |
| Participation rate | 93.8% | 65.8%+28.0pp | 77.8%+16.0pp | 69.9%+23.9pp |
| Annual return | -6.54% | -2.51%-4.0pp | 1.83%-8.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,440 | $1,559-7.6% | $4,159-65.4% | $2,111-31.8% |
| Participant deferral / active EE | $4,086 | $3,275+24.8% | $5,277-22.6% | $3,350+22.0% |
| Admin fee / account holder | $80 | $435-81.6% | $9,109-99.1% | $521-84.6% |