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 ASSOCIATES2 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $29,652 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,856 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,094 | $86,332-45.4% | $125,175-62.4% | $65,185-27.8% |
| Participation rate | 71.3% | 75.3%-4.0pp | 79.8%-8.5pp | 70.2%+1.1pp |
| Annual return | 21.36% | 27.43%-6.1pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,626 | $2,040-20.3% | $3,865-57.9% | $2,177-25.3% |
| Participant deferral / active EE | $2,414 | $3,537-31.7% | $4,937-51.1% | $3,514-31.3% |
| Admin fee / account holder | $200 | $609-67.2% | $9,702-97.9% | $847-76.4% |