Filed February 13, 2019
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 3-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 |
|---|---|---|
KREISCHER MILLER1 year Filed as: KREISCHER MILER Service code 10 · EIN 23-1980475 | Accounting | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $37,075 | $60,165-38.4% | $74,183-50.0% | $55,167-32.8% |
| Participation rate | 77.4% | 74.2%+3.2pp | 76.6%+0.8pp | 69.0%+8.4pp |
| Annual return | 6.81% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,878 | $1,600+17.4% | $2,370-20.8% | $1,963-4.3% |
| Participant deferral / active EE | $1,213 | $2,973-59.2% | $3,550-65.8% | $3,054-60.3% |
| Admin fee / account holder | $51 | $419-87.9% | $5,586-99.1% | $504-89.9% |