Filed November 6, 2023
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,652 |
Service code 16 · EIN 81-0635433 | Consulting | $17,500 |
MCKONLY & ASBURY LLP3 years Filed as: MCKONLY & ASBURY Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $15,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,202 | $104,317+17.1% | $159,436-23.4% | $86,799+40.8% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.8%+12.7pp | 72.3%+23.2pp |
| Annual return | 17.04% | 26.32%-9.3pp | 263.57%-246.5pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,402 | $3,451-59.4% | $4,829-71.0% | $2,405-41.7% |
| Participant deferral / active EE | $7,709 | $6,837+12.7% | $7,352+4.8% | $4,131+86.6% |
| Admin fee / account holder | $132 | $172-23.4% | $10,799-98.8% | $170-22.2% |