See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BBP OF DVI4 years Service code 14 · EIN 23-1939024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19154 | Plan Administrator | $225,373 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $160,953 |
ANTHONY M PONTARELLI CPA LLC5+ years Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ3 years Filed as: THOMAS MCGOLDRICK ESQ Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE SW · WASHINGTON, DC 20015 | Legal | $9,491 |
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 | $105,820 | $81,719+29.5% | $101,248+4.5% | $90,288+17.2% |
| Participation rate | 89.0% | 80.7%+8.2pp | 75.8%+13.1pp | 73.4%+15.6pp |
| Annual return | -1.04% | 337.64%-338.7pp | 46.47%-47.5pp | 53.97%-55.0pp |
| Employer contribution / active EE | $6,371 | $3,622+75.9% | $3,660+74.1% | $2,524+152.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $192 | $162+18.8% | $5,945-96.8% | $114+68.7% |