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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 |
|---|---|---|
GLENEMEDE2+ years Service code 19 · EIN 32-0274136 | Securities Custodian | $65,729 |
LETORT MANAGEMENT & TRUST CO.2+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $39,729 |
BOYER & RITTER, CPA'S2+ years Service code 10 · EIN 23-1311005 | Accounting | $26,000 |
D. F. DENT & COMPANY, INC.2+ years Filed as: D. F. DENT & CO., INC. Service code 27 · EIN 52-1045317 | Advisory (Plan) | $7,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,814 | $57,921+6.7% | $84,750-27.1% | $57,658+7.2% |
| Participation rate | 41.1% | 72.9%-31.9pp | 76.6%-35.5pp | 70.2%-29.1pp |
| Annual return | 23.57% | 10.24%+13.3pp | 22.78%+0.8pp | 5.13%+18.4pp |
| Employer contribution / active EE | $1,700 | $2,598-34.6% | $3,574-52.4% | $1,974-13.9% |
| Participant deferral / active EE | $540 | $2,742-80.3% | $3,712-85.4% | $3,061-82.3% |
| Admin fee / account holder | $394 | $130+204.1% | $5,332-92.6% | $95+317.2% |