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 LLP10+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $18,250 |
Filed as: ESLER & VANDERSCHAAF CO., LPA Service code 16 2912 SPRINGBORO WEST · DAYTONA BEACH, OH 45439 | Consulting | $8,396 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,781 | $59,417+121.8% | $93,606+40.8% | $74,495+76.9% |
| Participation rate | 81.9% | 59.7%+22.2pp | 68.7%+13.2pp | 67.2%+14.7pp |
| Annual return | 16.92% | 81.83%-64.9pp | 133.20%-116.3pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $688 | $1,264-45.6% | $2,420-71.6% | $2,623-73.8% |
| Participant deferral / active EE | $4,254 | $3,050+39.5% | $4,411-3.6% | $4,346-2.1% |
| Admin fee / account holder | $117 | $3,021-96.1% | $8,285-98.6% | $1,942-94.0% |