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 26 P.O. BOX 1444 · JASPER, AL 35502 | Advisory (Participants) | $105,995 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $15,827 |
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 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 | $122,292 | $85,202+43.5% | $172,739-29.2% | $72,985+67.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.25% | 27.32%-14.1pp | 802.84%-789.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $7,145 | $3,324+114.9% | $5,143+38.9% | $2,440+192.8% |
| Participant deferral / active EE | $5,077 | $3,260+55.7% | $5,198-2.3% | $3,607+40.7% |
| Admin fee / account holder | $790 | $5,884-86.6% | $13,954-94.3% | $5,124-84.6% |