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.4+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $3,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $406 |
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 | $62,239 | $61,660+0.9% | $80,019-22.2% | $64,186-3.0% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.7pp | 69.6%+28.0pp |
| Annual return | -4.24% | -0.33%-3.9pp | 11.22%-15.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,997 | $1,810+10.3% | $2,468-19.1% | $2,381-16.1% |
| Participant deferral / active EE | $2,671 | $2,968-10.0% | $3,686-27.5% | $3,470-23.0% |
| Admin fee / account holder | $33 | $5,417-99.4% | $6,521-99.5% | $4,888-99.3% |