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 |
|---|---|---|
SELMACK DOBRANSKY & EANNACE, LLC1+ years Service code 10 3328 WASHINGTON ROAD · MCMURRAY, PA 15317 | Accounting | $6,000 |
Service code 13 11676 PERRY HWY STE 3300 · WEXFORD, PA 15090 | Contract Administrator | $3,820 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $150 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,675 | $50,464+14.3% | $75,781-23.9% | $52,331+10.2% |
| Participation rate | 74.0% | 66.8%+7.3pp | 75.8%-1.8pp | 68.1%+5.9pp |
| Annual return | 0.35% | 1.03%-0.7pp | 9.68%-9.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,564 | $1,988-21.4% | $3,323-53.0% | $1,882-16.9% |
| Participant deferral / active EE | $2,669 | $2,570+3.8% | $3,651-26.9% | $3,022-11.7% |
| Admin fee / account holder | $87 | $1,103-92.1% | $5,299-98.4% | $592-85.3% |