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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $182,532 |
JACOBI CAPITAL MANAGEMENT LLC11+ years Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 21 620 BALTIMORE DRIVE · WILKES BARRE, PA 18702 | Bank Trustee | $73,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,072 | $56,102-41.0% | $101,794-67.5% | $102,872-67.9% |
| Participation rate | 91.9% | 70.4%+21.5pp | 69.2%+22.7pp | 73.0%+18.9pp |
| Annual return | 16.37% | 14.06%+2.3pp | 30.53%-14.2pp | 19.06%-2.7pp |
| Employer contribution / active EE | $1,075 | $1,380-22.1% | $2,289-53.0% | $3,526-69.5% |
| Participant deferral / active EE | $2,786 | $2,801-0.5% | $4,084-31.8% | $5,535-49.7% |
| Admin fee / account holder | $191 | $262-27.3% | $8,777-97.8% | $292-34.7% |