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 |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES4+ years Service code 12 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 080541057 | Claims processing; Recordkeeping and ... | $108,084 |
KOSMERL & COMPANY, P.C.4+ years Filed as: KOSMERL & CO.,P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $68,275 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY - SMITH BARNEY Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Service code 29 · EIN 23-2657967 325 CHESTNUT ST. SUITE 20 · PHILADELPHIA, PA 19103 | Legal | $6,344 |
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 | $31,407 | $57,606-45.5% | $67,313-53.3% | $75,289-58.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -3.33% | -0.47%-2.9pp | -4.08%+0.8pp | -0.04%-3.3pp |
| Employer contribution / active EE | $4,200 | $2,206+90.3% | $2,566+63.7% | $2,405+74.6% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $117 | $83+41.2% | $4,507-97.4% | $102+14.1% |