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 9-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 |
|---|---|---|
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,325 | $69,477-44.8% | $94,646-59.5% | $71,457-46.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 21.80% | 29.66%-7.9pp | 156.71%-134.9pp | 28.85%-7.0pp |
| Employer contribution / active EE | $4,332 | $2,853+51.8% | $3,672+18.0% | $2,588+67.4% |
| Participant deferral / active EE | $7,207 | $7,345-1.9% | $7,418-2.8% | $4,289+68.1% |
| Admin fee / account holder | $99 | $1,210-91.8% | $7,231-98.6% | $1,587-93.8% |