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 8-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 |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $32,805 |
GARY M. TIBONI, CPA3 years Filed as: GARY MICHAEL YAGLENSKI Service code 53 729A SALFORD STATION ROAD · SCHWENKSVILLE, PA 19473 | Insurance Commissions | $0 |
Filed as: WALTER W. WOLAK Service code 53 220 GIBRALTAR ROAD · HORSHAM, PA 19044 | Insurance Commissions | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 6.02% | 4.63%+1.4pp | 29.77%-23.7pp | 12.16%-6.1pp |
| Employer contribution / active EE | $25,000 | $51,918-51.8% | $33,607-25.6% | $44,746-44.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |