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 |
|---|---|---|
KIECKHAFER SCHIFFER LLP1+ years Filed as: KIECKHAFER, SCHIFFER & COMPANY LLP Service code 50 · EIN 33-0688321 | Direct Payment | $21,500 |
SUNLIN CONSULTING INVESTMENT ADVISO1+ years Service code 50 · EIN 42-1557118 | Direct Payment | $18,796 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,839 |
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 | $128,259 | $57,096+124.6% | $94,224+36.1% | $55,191+132.4% |
| Participation rate | 77.2% | 75.7%+1.5pp | 78.8%-1.6pp | 69.2%+8.0pp |
| Annual return | 0.26% | 159.65%-159.4pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $698 | $1,708-59.1% | $3,587-80.5% | $1,899-63.2% |
| Participant deferral / active EE | $4,732 | $3,165+49.5% | $4,320+9.5% | $3,046+55.3% |
| Admin fee / account holder | $78 | $89-12.4% | $6,269-98.8% | $91-13.9% |