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 |
|---|---|---|
BBP OF DVI6+ years Service code 29 · EIN 23-1739024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19054 | Legal | $48,669 |
THE MCKEOGH COMPANY5 years Filed as: THE MCKEOGH CO Service code 11 · EIN 23-3003375 424 TOWER BRIDGE RD · CONSHOHOCKEN, PA 19426 | Actuarial | $30,000 |
THOMAS J MCGOLDRICK ESQ6+ years Service code 29 · EIN 24-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $23,722 |
ANTHONY M PONTARELLI CPA LLC2 years Filed as: ANTHONY PONTARELLI CPA LLC Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $14,000 |
O'DONOGHUE & O'DONOGHUE6+ years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $8,052 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 35.72% | 17.53%+18.2pp | 11.08%+24.6pp | 11.84%+23.9pp |
| Employer contribution / active EE | $13,246 | $12,005+10.3% | $28,409-53.4% | $17,339-23.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |