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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.1+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $2,832 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $424 |
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 | $41,976 | $59,725-29.7% | $68,509-38.7% | - |
| Participation rate | 99.0% | 66.5%+32.5pp | 74.7%+24.3pp | - |
| Annual return | 0.26% | 51.05%-50.8pp | 8.27%-8.0pp | - |
| Employer contribution / active EE | $1,366 | $1,613-15.4% | $2,278-40.0% | - |
| Participant deferral / active EE | $2,116 | $2,426-12.8% | $3,382-37.4% | - |
| Admin fee / account holder | $26 | $8,564-99.7% | $5,275-99.5% | - |