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.
See the 10-year trajectory with Solo.
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 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $12,410 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $975 |
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 | $34,994 | $71,666-51.2% | $117,854-70.3% | $69,631-49.7% |
| Participation rate | 95.0% | 77.5%+17.4pp | 79.7%+15.3pp | 70.7%+24.3pp |
| Annual return | 22.82% | 18.86%+4.0pp | 335.08%-312.3pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $1,054 | $1,889-44.2% | $3,786-72.2% | $2,032-48.1% |
| Participant deferral / active EE | $3,312 | $3,340-0.8% | $4,482-26.1% | $3,224+2.7% |
| Admin fee / account holder | $39 | $120-67.9% | $8,020-99.5% | $110-65.0% |