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 FOY7+ years Service code 30 · EIN 22-2563067 | Employee (plan) | $111,948 |
ANITA SAKOWSKI5 years Service code 30 · EIN 22-2563067 | Employee (plan) | $104,544 |
EMILIA MATTSON5 years Service code 30 · EIN 22-2563067 | Employee (plan) | $104,544 |
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $46,361 |
GUY BISCARDI4 years Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $19,840 |
FISCHER DORWART, P.C.7+ years Service code 10 · EIN 23-2247478 | Accounting | $15,000 |
CLEARY, JOSEM & TRIGIANI LLP6 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $5,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,529 | $95,918-56.7% | $151,611-72.6% | $77,904-46.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -7.49% | -5.50%-2.0pp | 3.33%-10.8pp | 12.21%-19.7pp |
| Employer contribution / active EE | $2,560 | $4,330-40.9% | $6,166-58.5% | $2,848-10.1% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $255 | $93+173.1% | $11,616-97.8% | $133+92.2% |