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 |
|---|---|---|
WALKER BENEFITS, LLC1 year Filed as: WALKER BENEFITS LLC Service code 14 · EIN 25-1849125 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Plan Administrator | $14,657 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $11,539 |
STRATEGIC LIFESTYLE ADVISORS1 year Service code 26 · EIN 25-1895291 269 MAIN STREET · GREENVILLE, PA 16125 | Advisory (Participants) | $9,842 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,263 | $52,953-75.0% | $172,739-92.3% | $65,185-79.7% |
| Participation rate | 75.2% | 66.2%+9.0pp | 82.6%-7.4pp | 70.2%+5.0pp |
| Annual return | 19.89% | 30.12%-10.2pp | 802.84%-782.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $955 | $2,190-56.4% | $5,143-81.4% | $2,177-56.1% |
| Participant deferral / active EE | $1,196 | $2,471-51.6% | $5,198-77.0% | $3,514-66.0% |
| Admin fee / account holder | $156 | $472-67.0% | $13,954-98.9% | $847-81.6% |