See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MEYERS BROTHERS KALICKA, PC2 years Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $5,045 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $267,643 | $109,359+144.7% | $162,163+65.0% | $72,985+266.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.21% | 25.46%-8.3pp | 115.59%-98.4pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,229 | $5,481+68.4% | $7,298+26.5% | $3,607+155.8% |
| Admin fee / account holder | $44 | $7,972-99.4% | $10,843-99.6% | $5,124-99.1% |