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 |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $18,519 |
KOTZAN CPA & ASSOCIATES, P.C.2+ years Filed as: KOTZAN CPA & ASSOCIATES PC Service code 10 334 BUDFIELD ST · JOHNSTOWN, PA 15904 | Accounting | $5,000 |
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).
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 | $13,636 | $46,732-70.8% | $156,549-91.3% | $55,167-75.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.21% | 17.72%-13.5pp | 32.23%-28.0pp | 169.23%-165.0pp |
| Employer contribution / active EE | $492 | $2,105-76.6% | $5,501-91.1% | $1,963-74.9% |
| Participant deferral / active EE | $738 | $2,204-66.5% | $4,871-84.9% | $3,054-75.9% |
| Admin fee / account holder | $95 | $418-77.3% | $13,027-99.3% | $504-81.2% |