See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DAVID KERCHNER5+ years Service code 28 · EIN 21-5868966 | Investment Management | $14,275 |
Filed as: JOHN T. LAUER, II Service code 31 205 GRANITE RUN ROAD · LANCASTER, PA 17601 | Named fiduciary | $14,275 |
PENSERV PLAN SERVICES, INC.5+ years Filed as: PENSERV PLAN SERVICES Service code 15 · EIN 20-1916735 | Recordkeeping | $9,673 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,257 | $58,655+11.3% | $91,989-29.1% | $65,185+0.1% |
| Participation rate | 80.9% | 75.3%+5.6pp | 78.6%+2.2pp | 70.2%+10.7pp |
| Annual return | 24.34% | 33.92%-9.6pp | 69.02%-44.7pp | 29.38%-5.0pp |
| Employer contribution / active EE | $3 | $2,080-99.9% | $3,452-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $4,127 | $5,474-24.6% | $5,923-30.3% | $3,514+17.5% |
| Admin fee / account holder | $291 | $434-33.0% | $7,743-96.2% | $847-65.7% |