Filed August 9, 2016
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 |
|---|---|---|
Filed as: KRUGGEL LAWTON & CO Service code 10 · EIN 35-1300770 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,456 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,772 | $74,024-36.8% | $77,999-40.0% | $57,658-18.9% |
| Participation rate | 86.9% | 79.7%+7.1pp | 75.5%+11.4pp | 70.2%+16.7pp |
| Annual return | 9.67% | 12.14%-2.5pp | 425.96%-416.3pp | 5.13%+4.5pp |
| Employer contribution / active EE | $2,428 | $2,365+2.7% | $2,470-1.7% | $1,974+23.0% |
| Participant deferral / active EE | $5,385 | $3,533+52.4% | $3,497+54.0% | $3,061+76.0% |
| Admin fee / account holder | $24 | $93-73.9% | $5,480-99.6% | $95-74.2% |