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 | $43,221 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $0 |
UNITY INSURANCE GROUP5+ years Service code 53 · EIN 20-5392565 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,794 | $100,801-78.4% | $149,696-85.4% | $73,409-70.3% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 10.12% | 265.34%-255.2pp | 276.60%-266.5pp | 59.29%-49.2pp |
| Employer contribution / active EE | $2,250 | $3,312-32.1% | $4,644-51.5% | $2,234+0.7% |
| Participant deferral / active EE | $350 | $6,404-94.5% | $6,842-94.9% | $3,805-90.8% |
| Admin fee / account holder | $138 | $181-23.5% | $9,309-98.5% | $158-12.4% |