See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-2942715 220 N UNION ST · KENNETT SQUARE, PA 19311 | Recordkeeping | $18,868 |
Filed as: BELFINT LYONS & SHUMAN PA Service code 10 · EIN 51-0232399 | Accounting | $13,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,845 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,172 | $101,317-44.6% | $146,958-61.8% | $74,495-24.6% |
| Participation rate | 78.0% | 75.5%+2.5pp | 82.2%-4.2pp | 67.2%+10.8pp |
| Annual return | 10.61% | 8730.91%-8720.3pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,434 | $3,810-36.1% | $4,933-50.7% | $2,623-7.2% |
| Participant deferral / active EE | $5,559 | $7,303-23.9% | $8,070-31.1% | $4,346+27.9% |
| Admin fee / account holder | $122 | $1,739-93.0% | $12,998-99.1% | $1,942-93.7% |