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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.
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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 FOY8+ years Service code 30 · EIN 22-2563067 | Employee (plan) | $116,728 |
ANITA SAKOWSKI6 years Service code 30 · EIN 22-2563067 | Employee (plan) | $108,784 |
EMILIA MATTSON6 years Service code 30 · EIN 22-2563067 | Employee (plan) | $108,784 |
BENEFIT PLAN ADMINISTRATORS6 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $55,438 |
GUY BISCARDI5 years Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $33,380 |
FISCHER DORWART, P.C.8+ years Service code 10 · EIN 23-2247478 | Accounting | $15,000 |
CLEARY, JOSEM & TRIGIANI LLP7 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $12,733 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,313 | $112,686-63.3% | $169,993-75.7% | $80,160-48.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 5.88% | 67.04%-61.2pp | 53.37%-47.5pp | 40.38%-34.5pp |
| Employer contribution / active EE | $3,144 | $4,481-29.8% | $6,785-53.7% | $2,978+5.6% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $258 | $99+160.7% | $12,815-98.0% | $145+78.3% |