Filed April 7, 2017
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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $800 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,769 | $89,739-57.9% | $149,718-74.8% | $62,292-39.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.87% | 21.01%-7.1pp | 1501.63%-1487.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,859 | $3,233-42.5% | $5,445-65.9% | $2,042-9.0% |
| Participant deferral / active EE | $3,174 | $4,797-33.8% | $6,569-51.7% | $3,169+0.2% |
| Admin fee / account holder | $7 | $551-98.7% | $11,283-99.9% | $479-98.6% |