See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DAVID KERCHNER6+ years Service code 28 · EIN 21-5868966 | Investment Management | $15,167 |
Filed as: JOHN T. LAUER, II Service code 31 205 GRANITE RUN ROAD · LANCASTER, PA 17601 | Named fiduciary | $15,167 |
PENSERV PLAN SERVICES, INC.6+ years Filed as: PENSERV PLAN SERVICES Service code 15 · EIN 20-1916735 | Recordkeeping | $7,204 |
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 | $79,214 | $70,475+12.4% | $100,516-21.2% | $79,858-0.8% |
| Participation rate | 82.2% | 73.7%+8.6pp | 79.4%+2.8pp | 69.6%+12.6pp |
| Annual return | 14.79% | 21.90%-7.1pp | 30.89%-16.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,193 | $5,181-19.1% | $6,270-33.1% | $3,740+12.1% |
| Admin fee / account holder | $204 | $4,478-95.4% | $8,081-97.5% | $5,306-96.2% |