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.3+ years Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $650 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,958 | $79,523-54.8% | $140,016-74.3% | $56,287-36.1% |
| Participation rate | 97.4% | 85.7%+11.7pp | 87.5%+9.9pp | 69.9%+27.5pp |
| Annual return | -7.76% | 2.39%-10.1pp | 651.12%-658.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,838 | $3,350-45.1% | $5,606-67.2% | $2,111-12.9% |
| Participant deferral / active EE | $3,170 | $5,129-38.2% | $6,927-54.2% | $3,350-5.4% |
| Admin fee / account holder | $6 | $614-99.1% | $10,705-99.9% | $521-98.9% |