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 | $42,626 |
STRATEGIC FINANCIAL GROUP2 years Filed as: STEFFES FINANCIAL Service code 27 · EIN 74-2834375 8655 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,166 |
Service code 10 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY SUITE 185 · OVERLAND PARK, KS 66210 | Accounting | $3,360 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC Service code 19 · EIN 94-1737782 | Securities Custodian | $32 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,402 | $58,879+146.9% | $178,490-18.5% | $73,488+97.9% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.8pp |
| Annual return | 12.74% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $6,748 | $2,236+201.8% | $5,011+34.7% | $2,270+197.3% |
| Participant deferral / active EE | $5,819 | $2,567+126.6% | $5,202+11.9% | $3,740+55.6% |
| Admin fee / account holder | $363 | $400-9.3% | $13,984-97.4% | $513-29.3% |