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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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $35,119 |
KPLANS, INC.3+ years Service code 27 16030 VENTURA BLVD. STE 200 · ENCINO, CA 914363017 | Advisory (Plan) | $24,442 |
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 16030 VENTURA BLVD. STE 200 · ENCINO, CA 914363014 | Pension Consulting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,372 | $63,156+52.6% | $122,332-21.2% | $62,292+54.7% |
| Participation rate | 88.3% | 60.0%+28.3pp | 71.6%+16.7pp | 69.5%+18.8pp |
| Annual return | 16.48% | 20.61%-4.1pp | 30.27%-13.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,718 | $2,321+189.4% | $3,287+104.4% | $3,169+112.0% |
| Admin fee / account holder | $349 | $440-20.6% | $5,478-93.6% | $479-27.2% |