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 |
|---|---|---|
Filed as: BELFINT LYONS & SHUMAN PA Service code 10 · EIN 51-0232399 | Accounting | $13,500 |
Service code 15 · EIN 23-2942715 220 N UNION ST · KENNETT SQUARE, PA 19311 | Recordkeeping | $11,071 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,611 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,592 | $100,923-35.0% | $150,045-56.3% | $74,304-11.7% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.3%+1.8pp | 60.3%+23.8pp |
| Annual return | 22.89% | 51.77%-28.9pp | 62.55%-39.7pp | 29.43%-6.5pp |
| Employer contribution / active EE | $2,413 | $3,463-30.3% | $4,693-48.6% | $2,241+7.7% |
| Participant deferral / active EE | $6,192 | $6,709-7.7% | $7,997-22.6% | $3,767+64.4% |
| Admin fee / account holder | $62 | $2,767-97.8% | $13,435-99.5% | $2,969-97.9% |