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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.
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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 |
|---|---|---|
TIM KELLY2+ years Filed as: TIM KERTZ Service code 27 · EIN 34-1542819 701A W. BUCHANAN ST. · CALIFORNIA, MO 65018 | Advisory (Plan) | $67,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,392 | $50,385+77.4% | $75,670+18.1% | $62,292+43.5% |
| Participation rate | 79.1% | 67.7%+11.4pp | 72.3%+6.8pp | 69.5%+9.6pp |
| Annual return | 8.56% | 19.90%-11.3pp | 27.34%-18.8pp | 28.90%-20.3pp |
| Employer contribution / active EE | $3,191 | $1,537+107.6% | $2,352+35.7% | $2,042+56.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $319 | $384-17.1% | $5,800-94.5% | $479-33.6% |