See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DILLON AND ASSOCIATES1 year Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $26,489 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,927 | $66,302+5.5% | $110,238-36.6% | $56,287+24.2% |
| Participation rate | 52.7% | 74.9%-22.2pp | 79.8%-27.1pp | 69.9%-17.1pp |
| Annual return | 12.98% | -1.18%+14.2pp | 314.74%-301.8pp | -9.96%+22.9pp |
| Employer contribution / active EE | $5,907 | $2,047+188.5% | $3,826+54.4% | $2,111+179.8% |
| Participant deferral / active EE | $1,874 | $3,381-44.6% | $4,672-59.9% | $3,350-44.0% |
| Admin fee / account holder | $294 | $698-57.9% | $8,547-96.6% | $521-43.5% |