Filed June 1, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT3 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $41,107 |
KREISCHER MILLER6 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $13,202 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,575 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,041 | $73,004+32.9% | $90,749+6.9% | $68,494+41.7% |
| Participation rate | 88.7% | 70.8%+17.8pp | 75.7%+13.0pp | 67.9%+20.8pp |
| Annual return | -4.14% | -13.81%+9.7pp | -12.16%+8.0pp | -7.84%+3.7pp |
| Employer contribution / active EE | $2,361 | $2,193+7.7% | $2,921-19.2% | $2,596-9.1% |
| Participant deferral / active EE | $5,063 | $3,627+39.6% | $4,564+10.9% | $4,027+25.7% |
| Admin fee / account holder | $367 | $5,896-93.8% | $8,445-95.7% | $5,403-93.2% |