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 13 · EIN 42-0127290 | Contract Administrator | $22,269 |
ROSE & KIERNAN INC2 years Service code 49 · EIN 14-1559111 | Other Services | $2,078 |
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 | $98,394 | $73,638+33.6% | $95,952+2.5% | $73,488+33.9% |
| Participation rate | 76.2% | 76.2%0pp | 77.1%-0.9pp | 70.7%+5.5pp |
| Annual return | 12.94% | 16.78%-3.8pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,132 | $1,863-39.3% | $2,541-55.5% | $2,270-50.1% |
| Participant deferral / active EE | $7,056 | $3,617+95.1% | $4,167+69.3% | $3,740+88.7% |
| Admin fee / account holder | $225 | $482-53.3% | $6,795-96.7% | $513-56.2% |