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.6+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $3,757 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $422 |
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 | $85,958 | $81,208+5.8% | $98,907-13.1% | $79,858+7.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.63% | 60.99%-44.4pp | 196.43%-179.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,562 | $1,960+30.7% | $2,689-4.7% | $2,471+3.7% |
| Participant deferral / active EE | $3,043 | $3,265-6.8% | $4,244-28.3% | $3,740-18.6% |
| Admin fee / account holder | $39 | $6,013-99.4% | $6,642-99.4% | $5,306-99.3% |