Filed November 6, 2023
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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,723 |
PNC BANK, N.A.1 year Filed as: PNC Service code 14 · EIN 22-1146430 | Plan Administrator | $18,512 |
Filed as: INSTITUTIONAL INVESTMENT Service code 27 · EIN 81-0635433 | Advisory (Plan) | $15,000 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $15,000 |
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 | $93,671 | $89,652+4.5% | $141,162-33.6% | $65,185+43.7% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 24.91% | 32.79%-7.9pp | 71.39%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,141 | $3,065-62.8% | $4,735-75.9% | $2,177-47.6% |
| Participant deferral / active EE | $5,800 | $5,691+1.9% | $6,709-13.6% | $3,514+65.1% |
| Admin fee / account holder | $250 | $569-56.0% | $10,261-97.6% | $847-70.5% |