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 |
|---|---|---|
GERBER LLC1 year Filed as: GERBER KAWASAKI INC FBO HATEM Service code 15 2716 OCEAN PARK BLVD · SANTA MONICA, CA 90405 | Recordkeeping | $21,050 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,275 |
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 | $85,814 | $136,307-37.0% | $177,821-51.7% | $73,488+16.8% |
| Participation rate | 70.8% | 86.1%-15.3pp | 87.7%-16.9pp | 70.7%+0.2pp |
| Annual return | 21.39% | 18.68%+2.7pp | 48.32%-26.9pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,828 | $3,712-23.8% | $5,918-52.2% | $2,270+24.6% |
| Participant deferral / active EE | $5,796 | $5,829-0.6% | $7,714-24.9% | $3,740+55.0% |
| Admin fee / account holder | $336 | $596-43.6% | $12,427-97.3% | $513-34.5% |