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 |
|---|---|---|
PATH ADMINISTRATORS2+ years Filed as: D H EVANS TPA LLC DBA PATH ADMINIST Service code 13 · EIN 46-1226464 4785 LINGLESTOWN RD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $19,491 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W JOHNSTON, PC Service code 22 · EIN 23-2077724 100 ERFORD ROAD · CAMP HILL, PA 17001 | Insurance Broker | $10,299 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $790 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,833 | $89,739-52.3% | $149,718-71.4% | $62,292-31.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.47% | 21.01%-12.5pp | 1501.63%-1493.2pp | 28.90%-20.4pp |
| Employer contribution / active EE | $2,981 | $3,233-7.8% | $5,445-45.3% | $2,042+46.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $156 | $551-71.7% | $11,283-98.6% | $479-67.5% |