See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KERBER ROSE SC1 year Filed as: KERBERROSE, S.C. Service code 10 · EIN 39-1658423 4211 NORTH LIGHTNING DRIVE · APPLETON, WI 54913 | Accounting | $6,700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,259 | $64,909-62.6% | $82,313-70.5% | $62,292-61.1% |
| Participation rate | 81.7% | 74.9%+6.8pp | 76.9%+4.8pp | 69.5%+12.1pp |
| Annual return | 19.63% | 21.18%-1.6pp | 25.88%-6.2pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,026 | $1,676-38.8% | $2,428-57.7% | $2,042-49.8% |
| Participant deferral / active EE | $1,751 | $3,103-43.6% | $3,706-52.7% | $3,169-44.7% |
| Admin fee / account holder | $87 | $440-80.2% | $5,608-98.4% | $479-81.8% |