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 | $25,490 |
KERBERROSE WEALTH MANAGEMENT4 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $17,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,541 | $62,327-9.3% | $120,354-53.0% | $74,495-24.1% |
| Participation rate | 74.5% | 56.8%+17.7pp | 71.9%+2.6pp | 67.2%+7.3pp |
| Annual return | 33.24% | 18.61%+14.6pp | 107.15%-73.9pp | 1364.94%-1331.7pp |
| Employer contribution / active EE | $2,142 | $1,843+16.2% | $3,463-38.1% | $2,623-18.3% |
| Participant deferral / active EE | $4,400 | $2,893+52.1% | $4,991-11.9% | $4,346+1.2% |
| Admin fee / account holder | $203 | $2,396-91.5% | $9,423-97.8% | $1,942-89.6% |