Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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 15 · EIN 48-1205033 | Recordkeeping | $60,769 |
BLB & B ADVISORS, LLC2 years Service code 27 103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936 | Advisory (Plan) | $59,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,748 | $50,815-21.8% | $155,509-74.4% | $77,643-48.8% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.8pp |
| Annual return | 14.29% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,028 | $1,993-48.4% | $4,672-78.0% | $2,726-62.3% |
| Participant deferral / active EE | $2,300 | $2,822-18.5% | $5,626-59.1% | $4,647-50.5% |
| Admin fee / account holder | $191 | $437-56.2% | $15,912-98.8% | $430-55.5% |