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) | $108,732 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $22,033 |
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 | $140,358 | $91,190+53.9% | $178,490-21.4% | $79,858+75.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.60% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $6,821 | $3,256+109.5% | $5,011+36.1% | $2,471+176.1% |
| Participant deferral / active EE | $4,393 | $3,236+35.7% | $5,202-15.5% | $3,740+17.5% |
| Admin fee / account holder | $866 | $6,751-87.2% | $13,984-93.8% | $5,306-83.7% |