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 | $24,693 |
KERBERROSE WEALTH MANAGEMENT3 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $15,088 |
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 | $44,017 | $57,651-23.6% | $112,229-60.8% | $71,457-38.4% |
| Participation rate | 71.7% | 58.9%+12.8pp | 72.4%-0.7pp | 67.9%+3.8pp |
| Annual return | 20.80% | 18.32%+2.5pp | 30.20%-9.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,982 | $1,913+3.6% | $3,430-42.2% | $2,588-23.4% |
| Participant deferral / active EE | $3,960 | $2,863+38.3% | $4,798-17.5% | $4,289-7.7% |
| Admin fee / account holder | $208 | $1,581-86.8% | $7,748-97.3% | $1,587-86.9% |