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 |
|---|---|---|
REFRIGERATION & AIR CONDITIONING AN2 years Service code 14 | Plan Administrator | $322,287 |
I.E. SHAFFER & CO.6+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $152,837 |
REFRIGERATION & AIR CONDITIONING AN2 years Filed as: REFRIGERATION& AIR CONDITIONIN Service code 13 · EIN 22-2585171 | Contract Administrator | $133,794 |
O'BRIEN BELLAND & BUSHINSKY6+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $30,226 |
DAVID A GERSON CPA & ASSOC PC6+ years Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $28,276 |
REYNOLDS CONSULTING SERVICES2 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,750 |
LINDABURY, MCCORMICK, ESTABROOK6+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $10,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,443 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,091 | $88,770+74.7% | $109,143+42.1% | $93,030+66.7% |
| Participation rate | 98.6% | 81.5%+17.1pp | 75.9%+22.7pp | 73.9%+24.7pp |
| Annual return | 14.37% | 60.64%-46.3pp | 25.75%-11.4pp | 158.70%-144.3pp |
| Employer contribution / active EE | $5,986 | $3,780+58.4% | $3,722+60.8% | $2,706+121.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $125 | $172-27.3% | $6,752-98.1% | $152-17.4% |