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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $33,222 |
Filed as: KRUGGEL LAWTON & COMPANY, LLC Service code 10 · EIN 35-1307701 | Accounting | $5,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $124,486 | $55,790+123.1% | $76,817+62.1% | $67,579+84.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 22.13% | 64.45%-42.3pp | 1166.11%-1144.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $110 | $159-30.6% | $6,420-98.3% | $142-22.4% |