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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $9,250 |
Filed as: ESLER & VANDERSCHAAF CO., LPA Service code 16 2912 SPRINGBORO WEST · DAYTONA BEACH, OH 45439 | Consulting | $8,870 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,706 |
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 | $115,292 | $40,174+187.0% | $84,015+37.2% | $67,579+70.6% |
| Participation rate | 60.2% | 62.7%-2.5pp | 69.0%-8.9pp | 71.3%-11.1pp |
| Annual return | 24.44% | 25.82%-1.4pp | 71.31%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $379 | $808-53.0% | $1,983-80.9% | $2,148-82.3% |
| Participant deferral / active EE | $2,437 | $2,301+5.9% | $3,239-24.8% | $3,539-31.1% |
| Admin fee / account holder | $101 | $128-21.6% | $6,101-98.4% | $142-29.3% |