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 |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 12 · EIN 23-2148101 27 ROLAND AVENUE · MOUNT LAUREL, NJ 08054 | Consulting (general); Contract Admini... | $50,482 |
Filed as: PRUDENTIAL RETIRE INS & ANNUITY CO. Service code 51 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Investment Mgmt Fees | $30,372 |
KOFF, MANGAN, VULLO & GARTLEY1+ years Filed as: KOFF, MANGAN, VULLO, & GARTLEY Service code 29 · EIN 23-2592817 179 SOUTH WYOMING AVENUE · KINGSTON, PA 18704 | Legal | $22,444 |
MATLOWSKI CORPORATION, P.C.1+ years Service code 10 · EIN 23-2937205 13 LEE PARK AVENUE · HANOVER TOWNSHIP, PA 18706 | Accounting | $9,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,779 | $74,089-74.7% | $133,980-86.0% | $55,167-66.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -3.49% | 12.11%-15.6pp | 29.30%-32.8pp | 169.23%-172.7pp |
| Employer contribution / active EE | $2,868 | $3,064-6.4% | $5,211-45.0% | $1,963+46.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $334 | $458-27.2% | $9,324-96.4% | $504-33.8% |