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 |
|---|---|---|
MICHELE FOY10+ years Service code 30 · EIN 22-2563067 | Employee (plan) | $123,440 |
EMILIA MATTSON8 years Service code 30 · EIN 22-2563067 | Employee (plan) | $115,411 |
Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $49,000 |
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $28,471 |
GUY BISCARDI7 years Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $19,500 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $16,510 |
CLEARY, JOSEM & TRIGIANI LLP9 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $9,906 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 17 · EIN 06-1050034 | Pension Consulting | $7,571 |
Filed as: IRONWORKERS LOCAL UNION 399 Service code 49 · EIN 21-0482990 | Other Services | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,336 | $160,882-52.6% | $200,582-61.9% | $102,872-25.8% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 11.39% | 18.15%-6.8pp | 42.33%-30.9pp | 19.06%-7.7pp |
| Employer contribution / active EE | $4,234 | $5,602-24.4% | $6,419-34.0% | $3,526+20.1% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $326 | $125+160.9% | $16,305-98.0% | $292+11.4% |