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 |
|---|---|---|
Filed as: DANIEL MONTE Service code 27 10 EAST CHURCH STREET · FAIRPORT, NY 14450 | Advisory (Plan) | $75,211 |
EPLAN ADVISORS, LLC6+ years Service code 17 · EIN 36-1543746 | Pension Consulting | $60,105 |
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 | $71,594 | $78,781-9.1% | $100,516-28.8% | $73,409-2.5% |
| Participation rate | 88.6% | 80.0%+8.6pp | 79.4%+9.2pp | 72.2%+16.4pp |
| Annual return | 26.62% | 31.69%-5.1pp | 30.89%-4.3pp | 59.29%-32.7pp |
| Employer contribution / active EE | $2,815 | $2,420+16.4% | $3,418-17.6% | $2,234+26.1% |
| Participant deferral / active EE | $5,949 | $6,537-9.0% | $6,270-5.1% | $3,805+56.3% |
| Admin fee / account holder | $190 | $145+30.9% | $8,081-97.6% | $158+20.5% |