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 | $34,538 |
KERBERROSE WEALTH MANAGEMENT5 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $24,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,215 | $68,914+1.9% | $136,749-48.7% | $74,304-5.5% |
| Participation rate | 76.7% | 51.3%+25.4pp | 72.1%+4.6pp | 60.3%+16.4pp |
| Annual return | 23.02% | 16.34%+6.7pp | 24.33%-1.3pp | 29.43%-6.4pp |
| Employer contribution / active EE | $2,390 | $1,561+53.1% | $3,400-29.7% | $2,241+6.6% |
| Participant deferral / active EE | $5,051 | $2,541+98.8% | $4,692+7.7% | $3,767+34.1% |
| Admin fee / account holder | $262 | $3,149-91.7% | $11,386-97.7% | $2,969-91.2% |