Filed October 24, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 · EIN 04-2647786 | Loan Processing | $21,084 |
Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $9,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,272 | $65,862-22.2% | $124,672-58.9% | $79,386-35.4% |
| Participation rate | 83.7% | 62.2%+21.4pp | 74.6%+9.1pp | 70.7%+13.0pp |
| Annual return | 22.59% | 19.02%+3.6pp | 5142.93%-5120.3pp | 116.85%-94.3pp |
| Employer contribution / active EE | $1,701 | $1,883-9.7% | $3,324-48.8% | $2,427-29.9% |
| Participant deferral / active EE | $3,291 | $2,772+18.7% | $4,614-28.7% | $4,046-18.7% |
| Admin fee / account holder | $188 | $673-72.1% | $7,493-97.5% | $626-70.1% |