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 |
|---|---|---|
US BANK3+ years Service code 10 · EIN 31-0841368 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Accounting | $44,618 |
Filed as: O'NEILL CONSULTING Service code 14 · EIN 23-6289032 487 DEVON PARK DR, SUITE 206 · WAYNE, PA 190871808 | Plan Administrator | $21,000 |
CAMPBELL TAYLOR WASHBURN3+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $13,000 |
Filed as: CHARLES W. JOHNSTON, P.C. Service code 29 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $8,989 |
RICHARD GABRIEL & ASSOC3+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $7,680 |
See 1 actuary disclosure. $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.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 6.32% | -1.56%+7.9pp | -2.18%+8.5pp | 10.56%-4.2pp |
| Employer contribution / active EE | $11,254 | $15,244-26.2% | $38,751-71.0% | $13,643-17.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |