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 9-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 |
|---|---|---|
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DR, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $30,853 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,088 |
Service code 55 | Other Commissions | $12,482 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,159 | $49,915-49.6% | $154,803-83.7% | $74,304-66.1% |
| Participation rate | 97.6% | 54.0%+43.6pp | 78.1%+19.5pp | 60.3%+37.2pp |
| Annual return | 13.43% | 34.06%-20.6pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,665 | $1,611+3.3% | $4,305-61.3% | $2,241-25.7% |
| Participant deferral / active EE | $2,636 | $2,255+16.9% | $5,540-52.4% | $3,767-30.0% |
| Admin fee / account holder | $111 | $2,189-94.9% | $14,329-99.2% | $2,969-96.3% |