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.3+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $3,710 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $378 |
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 | $61,351 | $67,411-9.0% | $91,001-32.6% | $70,131-12.5% |
| Participation rate | 97.7% | 71.4%+26.3pp | 75.6%+22.1pp | 69.5%+28.2pp |
| Annual return | 15.12% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,941 | $1,786+8.7% | $2,456-21.0% | $2,342-17.1% |
| Participant deferral / active EE | $2,573 | $2,823-8.9% | $3,547-27.5% | $3,332-22.8% |
| Admin fee / account holder | $21 | $4,236-99.5% | $5,417-99.6% | $4,645-99.5% |