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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.
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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 13 · EIN 42-0127290 | Contract Administrator | $100,156 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $10,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,366 | $36,020-29.6% | $80,569-68.5% | $103,482-75.5% |
| Participation rate | 12.7% | 38.5%-25.8pp | 67.0%-54.3pp | 73.3%-60.6pp |
| Annual return | 17.38% | 63.68%-46.3pp | 935.43%-918.0pp | 33.11%-15.7pp |
| Employer contribution / active EE | $1 | $998-99.9% | $2,723-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $1,085 | $2,343-53.7% | $4,447-75.6% | $5,207-79.2% |
| Admin fee / account holder | $35 | $472-92.6% | $5,377-99.3% | $114-69.4% |