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 8-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 |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $41,585 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $12,875 |
UNITY INSURANCE GROUP2+ years Service code 53 · EIN 20-5392565 | Insurance Commissions | $6,269 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,646 | $155,795-86.7% | $136,294-84.9% | $69,631-70.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.73% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,825 | $2,991-39.0% | $4,695-61.1% | $2,032-10.2% |
| Participant deferral / active EE | $188 | $5,394-96.5% | $6,247-97.0% | $3,224-94.2% |
| Admin fee / account holder | $136 | $128+5.8% | $9,243-98.5% | $110+22.8% |