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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,188 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $11,250 |
KEMPER CPA GROUP LLP1 year Filed as: KEMPER CPA GROUP, LLP Service code 10 · EIN 37-0818432 | Accounting | $5,102 |
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 | $49,300 | $43,504+13.3% | $68,793-28.3% | $56,287-12.4% |
| Participation rate | 70.2% | 67.8%+2.3pp | 72.2%-2.0pp | 69.9%+0.3pp |
| Annual return | -5.41% | -3.15%-2.3pp | -4.63%-0.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,061 | $1,525+35.2% | $2,625-21.5% | $2,111-2.3% |
| Participant deferral / active EE | $4,128 | $2,509+64.6% | $3,311+24.7% | $3,350+23.2% |
| Admin fee / account holder | $265 | $515-48.5% | $5,131-94.8% | $521-49.1% |