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 37 · EIN 04-2647786 | Loan Processing | $30,672 |
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $29,363 |
KREISCHER MILLER6+ years Filed as: KREISCHER MILLER CO Service code 10 · EIN 23-1980475 | Accounting | $11,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,879 | $81,208+62.4% | $98,907+33.3% | $79,858+65.1% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 10.95% | 60.99%-50.0pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $968 | $1,960-50.6% | $2,689-64.0% | $2,471-60.8% |
| Participant deferral / active EE | $5,499 | $3,265+68.4% | $4,244+29.6% | $3,740+47.0% |
| Admin fee / account holder | $582 | $6,013-90.3% | $6,642-91.2% | $5,306-89.0% |