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.4+ years Service code 17 · EIN 25-1650062 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Pension Consulting | $600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $429 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $95 |
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 | $44,066 | $98,982-55.5% | $162,163-72.8% | $65,185-32.4% |
| Participation rate | 98.7% | 85.8%+12.9pp | 87.6%+11.1pp | 70.2%+28.5pp |
| Annual return | 20.03% | 24.84%-4.8pp | 115.59%-95.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,045 | $3,467-41.0% | $5,614-63.6% | $2,177-6.1% |
| Participant deferral / active EE | $3,514 | $5,384-34.7% | $7,298-51.9% | $3,5140% |
| Admin fee / account holder | $5 | $596-99.1% | $10,843-100.0% | $847-99.4% |