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 |
|---|---|---|
WALZ GROUP1 year Filed as: WALTZ GROUP Service code 10 PO BOX 5555 · LANCASTER, PA 17606 | Accounting | $10,500 |
Service code 27 4140 E STATE STREET · HERMITAGE, PA 16148 | Advisory (Plan) | $9,860 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DRIVE · PITTSBURGH, PA 15220 | Contract Administrator | $6,835 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,826 | $73,933-71.8% | $96,683-78.5% | $75,163-72.3% |
| Participation rate | 73.8% | 66.4%+7.4pp | 74.3%-0.5pp | 67.2%+6.7pp |
| Annual return | 10.46% | 26.70%-16.2pp | 35.69%-25.2pp | 160.62%-150.2pp |
| Employer contribution / active EE | $3 | $2,928-99.9% | $3,737-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,579 | $3,659-29.5% | $4,878-47.1% | $4,125-37.5% |
| Admin fee / account holder | $392 | $5,216-92.5% | $6,730-94.2% | $5,651-93.1% |