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 37 · EIN 04-2647786 | Loan Processing | $20,384 |
KEMPER CPA GROUP LLP1 year Service code 10 · EIN 37-0818432 | Accounting | $6,835 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,955 | $55,636-40.8% | $81,983-59.8% | $73,488-55.2% |
| Participation rate | 83.7% | 62.3%+21.4pp | 69.2%+14.5pp | 70.7%+13.0pp |
| Annual return | 14.25% | 19.07%-4.8pp | 41.31%-27.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $773 | $1,625-52.4% | $2,498-69.1% | $2,270-66.0% |
| Participant deferral / active EE | $3,161 | $2,762+14.4% | $3,722-15.1% | $3,740-15.5% |
| Admin fee / account holder | $220 | $493-55.5% | $5,664-96.1% | $513-57.2% |