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 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $40,403 |
Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $10,000 |
CRAY KAISER LTD2 years Filed as: CRAY KAISER LTD. Service code 99 1901 S MEYERS ROAD · OAKBROOK TERRACE, IL 60181 | Other Fees | $9,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,739 | $71,516+116.4% | $98,439+57.2% | $71,457+116.5% |
| Participation rate | 81.0% | 72.7%+8.3pp | 75.2%+5.8pp | 67.9%+13.0pp |
| Annual return | 16.69% | 32.41%-15.7pp | 21.16%-4.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,690 | $2,399-29.6% | $3,048-44.6% | $2,588-34.7% |
| Participant deferral / active EE | $7,142 | $4,109+73.8% | $4,738+50.7% | $4,289+66.5% |
| Admin fee / account holder | $417 | $1,675-75.1% | $8,948-95.3% | $1,587-73.7% |