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 | $42,223 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $10,000 |
MCKONLY & ASBURY LLP2 years Filed as: MCKONLY & ASBURY Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $10,000 |
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 | $112,926 | $100,801+12.0% | $149,696-24.6% | $73,409+53.8% |
| Participation rate | 95.0% | 77.7%+17.3pp | 82.5%+12.5pp | 72.2%+22.8pp |
| Annual return | 23.58% | 265.34%-241.8pp | 276.60%-253.0pp | 59.29%-35.7pp |
| Employer contribution / active EE | $2,358 | $3,312-28.8% | $4,644-49.2% | $2,234+5.5% |
| Participant deferral / active EE | $5,521 | $6,404-13.8% | $6,842-19.3% | $3,805+45.1% |
| Admin fee / account holder | $134 | $181-25.6% | $9,309-98.6% | $158-14.8% |