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 |
|---|---|---|
KIRKE1 year Service code 99 8520 N 52ND ST · PARADISE VALLEY, AZ 85253 | Other Fees | $114,611 |
PENSION ASSURANCE LLP5+ years Filed as: KB PENSION SERVICES, INC. Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · SARASOTA, FL 34202 | Contract Administrator | $14,454 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $98,535 | $98,982-0.5% | $162,163-39.2% | $65,185+51.2% |
| Participation rate | 91.2% | 85.8%+5.4pp | 87.6%+3.7pp | 70.2%+21.0pp |
| Annual return | 32.11% | 24.84%+7.3pp | 115.59%-83.5pp | 29.38%+2.7pp |
| Employer contribution / active EE | $3,191 | $3,467-7.9% | $5,614-43.2% | $2,177+46.6% |
| Participant deferral / active EE | $7,007 | $5,384+30.1% | $7,298-4.0% | $3,514+99.4% |
| Admin fee / account holder | $20 | $596-96.7% | $10,843-99.8% | $847-97.7% |