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 KERCHNER7+ years Service code 28 · EIN 21-5868966 | Investment Management | $17,509 |
Filed as: JOHN T. LAUER, II Service code 31 205 GRANITE RUN ROAD · LANCASTER, PA 17601 | Named fiduciary | $17,509 |
PENSERV PLAN SERVICES, INC.7+ years Filed as: PENSERV PLAN SERVICES Service code 15 · EIN 20-1916735 | Recordkeeping | $13,656 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,236 | $77,145+2.7% | $108,410-26.9% | $85,850-7.7% |
| Participation rate | 74.4% | 74.7%-0.2pp | 80.1%-5.7pp | 69.3%+5.1pp |
| Annual return | 14.72% | 44.54%-29.8pp | 905.27%-890.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,959 | $5,566-28.9% | $6,563-39.7% | $3,952+0.2% |
| Admin fee / account holder | $278 | $5,172-94.6% | $7,295-96.2% | $6,260-95.6% |