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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,576 |
KREISCHER MILLER4 years Filed as: KREISHER MILLER Service code 10 · EIN 23-1980475 | Accounting | $23,277 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,772 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,301 | $112,623-77.5% | $106,213-76.2% | $199,593-87.3% |
| Participation rate | 90.9% | 86.2%+4.7pp | 75.3%+15.6pp | 72.0%+18.9pp |
| Annual return | 17.04% | 15.57%+1.5pp | 116.14%-99.1pp | 34.25%-17.2pp |
| Employer contribution / active EE | $1,645 | $4,575-64.0% | $3,171-48.1% | $3,034-45.8% |
| Participant deferral / active EE | $4,300 | $6,659-35.4% | $5,016-14.3% | $5,087-15.5% |
| Admin fee / account holder | $78 | $107-27.6% | $11,033-99.3% | $269-71.2% |