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 | $6,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,313 | $88,634-19.5% | $101,326-29.6% | $74,304-4.0% |
| Participation rate | 98.6% | 76.9%+21.8pp | 81.5%+17.1pp | 60.3%+38.3pp |
| Annual return | 19.84% | 33.10%-13.3pp | 36.82%-17.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $4,900 | $2,930+67.2% | $3,665+33.7% | $2,241+118.6% |
| Participant deferral / active EE | $8,668 | $7,322+18.4% | $7,994+8.4% | $3,767+130.1% |
| Admin fee / account holder | $59 | $2,425-97.6% | $11,185-99.5% | $2,969-98.0% |