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 16 2912 SPRINGBORO WEST · DAYTONA BEACH, OH 45439 | Consulting | $8,640 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $6,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,185 |
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 | $123,632 | $54,573+126.5% | $90,951+35.9% | $73,488+68.2% |
| Participation rate | 69.4% | 61.2%+8.2pp | 69.0%+0.4pp | 70.7%-1.3pp |
| Annual return | 21.89% | 16.69%+5.2pp | 134.60%-112.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $444 | $991-55.2% | $2,122-79.1% | $2,270-80.4% |
| Participant deferral / active EE | $3,380 | $2,517+34.3% | $3,373+0.2% | $3,740-9.6% |
| Admin fee / account holder | $76 | $521-85.5% | $5,959-98.7% | $513-85.2% |