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 |
|---|---|---|
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $10,255 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,272 | $77,634+48.5% | $156,549-26.4% | $62,891+83.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.32% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,680 | $3,444+65.0% | $5,501+3.3% | $2,281+149.0% |
| Participant deferral / active EE | $4,143 | $3,045+36.1% | $4,871-14.9% | $3,203+29.4% |
| Admin fee / account holder | $758 | $5,561-86.4% | $13,027-94.2% | $4,296-82.3% |