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 |
|---|---|---|
BPAS4 years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $21,039 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,879 | $101,317+78.5% | $146,958+23.1% | $74,495+142.8% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.0pp | 67.2%+21.0pp |
| Annual return | 17.36% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,812 | $3,810+0.1% | $4,933-22.7% | $2,623+45.3% |
| Participant deferral / active EE | $8,058 | $7,303+10.3% | $8,070-0.2% | $4,346+85.4% |
| Admin fee / account holder | $151 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |