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 |
|---|---|---|
KISTLER-TIFFANY ADVISORS2 years Service code 26 · EIN 13-4232340 | Advisory (Participants) | $31,848 |
MICHAEL ROSEN & COMPANY6+ years Service code 10 · EIN 23-2808145 | Accounting | $12,500 |
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $5,344 |
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 | $89,455 | $73,638+21.5% | $95,952-6.8% | $73,488+21.7% |
| Participation rate | 91.4% | 76.2%+15.3pp | 77.1%+14.3pp | 70.7%+20.7pp |
| Annual return | 14.54% | 16.78%-2.2pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,705 | $1,863+45.2% | $2,541+6.5% | $2,270+19.2% |
| Participant deferral / active EE | $4,144 | $3,617+14.6% | $4,167-0.5% | $3,740+10.8% |
| Admin fee / account holder | $247 | $482-48.7% | $6,795-96.4% | $513-51.8% |