See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 10 · EIN 88-0277518 | Accounting | $69,123 |
ANDCO CONSULTING8 years Service code 17 · EIN 59-3676225 | Pension Consulting | $50,000 |
Service code 29 · EIN 94-2576729 | Legal | $38,783 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY & CO, CPA'S LTD Service code 10 · EIN 88-0400174 | Accounting | $34,000 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,723 | $112,686-51.4% | $169,993-67.8% | $80,160-31.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 15.87% | 67.04%-51.2pp | 53.37%-37.5pp | 40.38%-24.5pp |
| Employer contribution / active EE | $5,421 | $4,481+21.0% | $6,785-20.1% | $2,978+82.1% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $150 | $99+51.7% | $12,815-98.8% | $145+3.7% |