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 10-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 |
|---|---|---|
CENTRAL DATA SERVICES2 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $78,000 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $24,378 |
MARKOWITZ & RICHMAN6+ years Service code 29 · EIN 23-2111581 | Legal | $20,246 |
BELFINT, LYONS & SHUMAN, P.A.6+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $17,374 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $10,781 |
Service code 29 · EIN 51-0082644 | Legal | $6,788 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,372 | $111,491-94.3% | $189,513-96.6% | $86,799-92.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 24.07% | 83.50%-59.4pp | 555.15%-531.1pp | 97.91%-73.8pp |
| Employer contribution / active EE | $1,829 | $3,951-53.7% | $6,162-70.3% | $2,405-23.9% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $137 | $189-27.6% | $12,045-98.9% | $170-19.4% |