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 |
|---|---|---|
Service code 15 PO BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $23,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,001 | $52,467+50.6% | $57,179+38.2% | $55,167+43.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 75.3%+22.8pp | 69.0%+29.1pp |
| Annual return | 7.24% | 7.72%-0.5pp | 14.59%-7.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,906 | $2,477+17.3% | $2,682+8.3% | $1,963+48.1% |
| Participant deferral / active EE | $4,549 | $2,830+60.7% | $3,096+46.9% | $3,054+48.9% |
| Admin fee / account holder | $475 | $269+76.7% | $3,139-84.9% | $504-5.6% |