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 4-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 37 · EIN 04-2647786 | Loan Processing | $152,411 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,714 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 | Accounting | $11,000 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $9,491 |
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 | $21,099 | $53,136-60.3% | $155,509-86.4% | $199,593-89.4% |
| Participation rate | 86.0% | 64.1%+22.0pp | 78.2%+7.8pp | 72.0%+14.1pp |
| Annual return | 24.85% | 41.15%-16.3pp | 64.67%-39.8pp | 34.25%-9.4pp |
| Employer contribution / active EE | $877 | $1,851-52.6% | $4,672-81.2% | $3,034-71.1% |
| Participant deferral / active EE | $4,834 | $3,161+52.9% | $5,626-14.1% | $5,087-5.0% |
| Admin fee / account holder | $177 | $185-4.6% | $15,912-98.9% | $269-34.2% |