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 |
|---|---|---|
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Accounting | $26,903 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,460 |
Service code 10 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY SUITE 185 · OVERLAND PARK, KS 66210 | Accounting | $5,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,788 | $46,732+139.2% | $156,549-28.6% | $55,167+102.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.95% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,414 | $2,105+157.2% | $5,501-1.6% | $1,963+175.9% |
| Participant deferral / active EE | $5,375 | $2,204+143.9% | $4,871+10.4% | $3,054+76.0% |
| Admin fee / account holder | $437 | $418+4.5% | $13,027-96.6% | $504-13.3% |