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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.
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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: KARSTENS INVESTMENT Service code 27 · EIN 47-0768986 | Advisory (Plan) | $38,751 |
UNION BANK & TRUST COMPANY1+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $37,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,609 | $82,202+13.9% | $125,339-25.3% | $64,808+44.4% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -14.46% | 3.48%-17.9pp | 572.05%-586.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,911 | $3,615-19.5% | $4,814-39.5% | $2,506+16.2% |
| Participant deferral / active EE | $8,901 | $7,175+24.1% | $7,446+19.5% | $4,310+106.5% |
| Admin fee / account holder | $219 | $163+34.4% | $10,010-97.8% | $188+16.8% |