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 | $10,788 |
BARNES, IACCARINO & SHEPHERD LLP9+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $8,800 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,615 | $53,165+111.8% | $86,188+30.7% | $74,419+51.3% |
| Participation rate | 79.6% | 64.9%+14.8pp | 69.0%+10.7pp | 70.7%+8.9pp |
| Annual return | 24.77% | 22.64%+2.1pp | 1168.45%-1143.7pp | 34.38%-9.6pp |
| Employer contribution / active EE | $604 | $1,210-50.1% | $2,380-74.6% | $2,637-77.1% |
| Participant deferral / active EE | $3,684 | $3,234+13.9% | $3,985-7.6% | $4,528-18.7% |
| Admin fee / account holder | $81 | $551-85.3% | $6,852-98.8% | $348-76.8% |