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 ASSOCIATES3 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $32,352 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,234 |
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 | $42,340 | $81,474-48.0% | $133,956-68.4% | $73,488-42.4% |
| Participation rate | 79.1% | 76.4%+2.8pp | 79.8%-0.7pp | 70.7%+8.5pp |
| Annual return | 15.09% | 19.40%-4.3pp | 45.09%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,429 | $2,209+55.2% | $3,919-12.5% | $2,270+51.1% |
| Participant deferral / active EE | $3,509 | $3,786-7.3% | $5,048-30.5% | $3,740-6.2% |
| Admin fee / account holder | $186 | $713-73.9% | $8,927-97.9% | $513-63.7% |