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 |
|---|---|---|
Filed as: FIDUCIARY SERVICES GROUP LLC Service code 13 · EIN 82-2384824 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $35,387 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT, Service code 27 · EIN 25-1443041 1251 WATERFRONT PLACE, SUITE 510 · PITTSBURGH, PA 15222 | Advisory (Plan) | $33,189 |
TOWER BRIDGE ADVISORS4 years Filed as: TOWER BRIDGE ADVISORS, INC Service code 27 · EIN 23-3096014 101 W ELM STREET, SUITE 355 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $12,621 |
JFS WEALTH ADVISORS4 years Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 1479 N. HERMITAGE ROAD · HERMITAGE, PA 19148 | Advisory (Plan) | $10,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,885 | $98,750+333.3% | $149,696+185.8% | $79,858+435.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 15.78% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $10,803 | $3,216+235.9% | $4,644+132.6% | $2,471+337.2% |
| Participant deferral / active EE | $10,099 | $5,680+77.8% | $6,842+47.6% | $3,740+170.0% |
| Admin fee / account holder | $670 | $6,053-88.9% | $9,309-92.8% | $5,306-87.4% |