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: KRAVITZ INC Service code 49 · EIN 95-3207191 | Other Services | $8,155 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,730 |
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 | $204,356 | $176,811+15.6% | $146,958+39.1% | - |
| Participation rate | 94.9% | 76.9%+18.1pp | 82.2%+12.8pp | - |
| Annual return | 15.47% | 11.56%+3.9pp | 418.34%-402.9pp | - |
| Employer contribution / active EE | $9,206 | $3,294+179.5% | $4,933+86.6% | - |
| Participant deferral / active EE | $12,084 | $6,900+75.1% | $8,070+49.7% | - |
| Admin fee / account holder | $19 | $27,451-99.9% | $12,998-99.9% | - |