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) | $131,488 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 15 · EIN 63-1239553 | Recordkeeping | $17,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,133 | $73,867+84.3% | $143,757-5.3% | $68,494+98.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.95% | 1.01%-8.0pp | -0.04%-6.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $6,182 | $3,184+94.1% | $4,951+24.9% | $2,596+138.1% |
| Participant deferral / active EE | $5,004 | $3,384+47.9% | $5,637-11.2% | $4,027+24.3% |
| Admin fee / account holder | $891 | $5,755-84.5% | $14,673-93.9% | $5,403-83.5% |