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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $108,144 |
RAE GROUP LLC1 year Service code 11 601 DRESHER ROAD, STE201 · HORSHAM, PA 19044 | Actuarial | $30,386 |
PFM ADVISORS10+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $20,000 |
MARKOWITZ & RICHMAN10+ years Service code 28 · EIN 23-2111581 | Investment Management | $10,120 |
CYPHER & CYPHER10+ years Service code 10 · EIN 25-1385288 | Accounting | $9,861 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 44.0%-44.0pp |
| Annual return | 4.65% | 7.45%-2.8pp | 8.09%-3.4pp | 13.05%-8.4pp |
| Employer contribution / active EE | $0 | $34,795-100.0% | $28,732-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,864-100.0% |