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.2 years Filed as: DUNBAR, BENDER & ZAPF Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $2,181 |
Filed as: JOHN HANCOCK LIFE INSURANCY COMPANY Service code 15 · EIN 25-1650062 | Recordkeeping | $370 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,593 | $73,004+22.7% | $90,749-1.3% | $68,494+30.8% |
| Participation rate | 98.7% | 70.8%+27.9pp | 75.7%+23.0pp | 67.9%+30.8pp |
| Annual return | -16.58% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,095 | $2,193+86.8% | $2,921+40.2% | $2,596+57.7% |
| Participant deferral / active EE | $3,727 | $3,627+2.8% | $4,564-18.3% | $4,027-7.5% |
| Admin fee / account holder | $154 | $5,896-97.4% | $8,445-98.2% | $5,403-97.1% |