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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $42,080 |
KPLANS, INC.4+ years Service code 27 16030 VENTURA BLVD. STE 200 · ENCINO, CA 914363017 | Advisory (Plan) | $28,601 |
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $10,000 |
Filed as: KRAVITZ, LLC Service code 17 16030 VENTURA BLVD. STE 200 · ENCINO, CA 914363014 | Pension Consulting | $0 |
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 | $88,445 | $44,221+100.0% | $121,196-27.0% | $56,287+57.1% |
| Participation rate | 84.9% | 61.1%+23.8pp | 71.7%+13.1pp | 69.9%+15.0pp |
| Annual return | -5.72% | -3.58%-2.1pp | 16.93%-22.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,604 | $2,521+161.9% | $3,344+97.5% | $3,350+97.1% |
| Admin fee / account holder | $227 | $480-52.7% | $5,019-95.5% | $521-56.4% |