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 |
|---|---|---|
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Claims processing; Recordkeeping and ... | $117,799 |
KOSMERL & COMPANY, P.C.6+ years Filed as: KOSMERL & CO.,P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $51,805 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY - SMITH BARNEY Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE6+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $26,760 |
CLEARY, JOSEM & TRIGIANI LLP6+ years Service code 29 · EIN 23-2657967 325 CHESTNUT ST. SUITE 20 · PHILADELPHIA, PA 19103 | Legal | $16,442 |
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 | $34,543 | $74,462-53.6% | $81,983-57.9% | $90,288-61.7% |
| Participation rate | 78.9% | 69.7%+9.3pp | 69.2%+9.7pp | 73.4%+5.6pp |
| Annual return | 9.29% | 17.56%-8.3pp | 41.31%-32.0pp | 53.97%-44.7pp |
| Employer contribution / active EE | $1,042 | $2,334-55.3% | $2,498-58.3% | $2,524-58.7% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $121 | $98+23.0% | $5,664-97.9% | $114+5.7% |