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 |
|---|---|---|
INFINEX INVESTMENTS INC1 year Filed as: INFINEX FINANCIAL GROUP Service code 15 538 PRESTON AVE · MERIDEN, CT 06450 | Recordkeeping | $42,241 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $26,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,829 | $86,332+16.8% | $125,175-19.4% | $65,185+54.7% |
| Participation rate | 83.3% | 75.3%+8.0pp | 79.8%+3.6pp | 70.2%+13.1pp |
| Annual return | 26.06% | 27.43%-1.4pp | 43.79%-17.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,559 | $2,040-23.5% | $3,865-59.7% | $2,177-28.4% |
| Participant deferral / active EE | $3,526 | $3,537-0.3% | $4,937-28.6% | $3,514+0.3% |
| Admin fee / account holder | $345 | $609-43.4% | $9,702-96.4% | $847-59.3% |