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 |
|---|---|---|
K & R INDUSTRIES1 year Filed as: TC INDUSTRIES INC Service code 99 3703 S ROUTE 31 · CRYSTAL LAKE, IL 600121412 | Other Fees | $62,462 |
Service code 99 1175 JOHN ST · WEST HENRIETTA, NY 14586 | Other Fees | $6,950 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,162 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,068 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,417 | $73,404+23.2% | $87,100+3.8% | $67,579+33.8% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.9%+22.0pp | 71.3%+27.6pp |
| Annual return | 18.20% | 48.29%-30.1pp | 28.19%-10.0pp | 378.56%-360.4pp |
| Employer contribution / active EE | $434 | $2,014-78.5% | $2,521-82.8% | $2,148-79.8% |
| Participant deferral / active EE | $4,318 | $3,913+10.4% | $4,049+6.7% | $3,539+22.0% |
| Admin fee / account holder | $235 | $142+66.3% | $7,497-96.9% | $142+65.5% |