Filed October 9, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ESLER & VANDERSCHAAF CO., LPA Service code 29 2912 SPRINGBORO WEST · DAYTONA BEACH, OH 45439 | Legal | $17,776 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $9,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,686 | $35,485+175.3% | $74,550+31.0% | $55,725+75.3% |
| Participation rate | 58.7% | 62.5%-3.8pp | 69.1%-10.5pp | 70.9%-12.2pp |
| Annual return | -1.71% | 0.72%-2.4pp | 32.53%-34.2pp | 244.93%-246.6pp |
| Employer contribution / active EE | $398 | $777-48.8% | $1,961-79.7% | $2,078-80.9% |
| Participant deferral / active EE | $2,497 | $2,181+14.5% | $3,108-19.6% | $3,356-25.6% |
| Admin fee / account holder | $137 | $114+19.7% | $5,060-97.3% | $115+18.9% |