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 | $24,271 |
KERBERROSE WEALTH MANAGEMENT2 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $14,137 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,194 | $62,603-27.8% | $104,294-56.7% | $66,914-32.5% |
| Participation rate | 72.6% | 59.6%+13.0pp | 73.3%-0.7pp | 69.8%+2.8pp |
| Annual return | -13.47% | -14.70%+1.2pp | 24.61%-38.1pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,783 | $1,972-9.6% | $3,372-47.1% | $2,544-29.9% |
| Participant deferral / active EE | $3,348 | $2,853+17.4% | $4,625-27.6% | $4,237-21.0% |
| Admin fee / account holder | $196 | $656-70.1% | $7,339-97.3% | $593-67.0% |