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 LLP3 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 50 · EIN 81-5052000 | Direct Payment | $19,700 |
SUNLIN CONSULTING INVESTMENT ADVISO5+ years Service code 50 · EIN 42-1557118 | Direct Payment | $11,049 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $705 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $185,968 | $86,332+115.4% | $125,175+48.6% | $65,185+185.3% |
| Participation rate | 86.8% | 75.3%+11.5pp | 79.8%+7.0pp | 70.2%+16.6pp |
| Annual return | 19.36% | 27.43%-8.1pp | 43.79%-24.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,164 | $2,040-42.9% | $3,865-69.9% | $2,177-46.5% |
| Participant deferral / active EE | $7,463 | $3,537+111.0% | $4,937+51.2% | $3,514+112.4% |
| Admin fee / account holder | $90 | $609-85.2% | $9,702-99.1% | $847-89.3% |