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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,212 |
Filed as: KMG FIDUCIARY PARTNERS LLC Service code 27 · EIN 83-1985347 | Advisory (Plan) | $6,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,845 | $53,136-72.1% | $155,509-90.5% | $199,593-92.6% |
| Participation rate | 69.2% | 64.1%+5.1pp | 78.2%-9.0pp | 72.0%-2.8pp |
| Annual return | 14.32% | 41.15%-26.8pp | 64.67%-50.4pp | 34.25%-19.9pp |
| Employer contribution / active EE | $182 | $1,851-90.2% | $4,672-96.1% | $3,034-94.0% |
| Participant deferral / active EE | $1,108 | $3,161-65.0% | $5,626-80.3% | $5,087-78.2% |
| Admin fee / account holder | $79 | $185-57.5% | $15,912-99.5% | $269-70.7% |