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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $153,323 |
BBP OF DVI3 years Service code 14 · EIN 23-1939024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19154 | Plan Administrator | $113,162 |
ANTHONY M PONTARELLI CPA LLC4+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FESTERVILLE, PA 19053 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ2 years Filed as: THOMAS MCGOLDRICK ESQ Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19053 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE SW · WASHINGTON, DC 20015 | Legal | $8,557 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,256 | $66,051+59.4% | $92,893+13.3% | $77,787+35.3% |
| Participation rate | 91.6% | 81.0%+10.6pp | 76.0%+15.6pp | 73.2%+18.4pp |
| Annual return | 5.76% | 20.69%-14.9pp | 109.41%-103.7pp | 32.57%-26.8pp |
| Employer contribution / active EE | $6,443 | $3,426+88.1% | $3,653+76.4% | $2,504+157.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $151 | $148+1.9% | $5,794-97.4% | $100+50.6% |