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 |
|---|---|---|
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
JEFFREY SLOCUM & ASSOCIATES2 years Filed as: JEFFREY J,FLAMMAN INVESTMENT Service code 49 143 EAST MAIN ST · EAST ISLIP, NY 11730 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,190 | $49,451-26.8% | $79,550-54.5% | $66,914-45.9% |
| Participation rate | 9.7% | 61.3%-51.6pp | 69.5%-59.8pp | 69.8%-60.1pp |
| Annual return | -23.92% | 84.25%-108.2pp | 0.16%-24.1pp | 1.58%-25.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $730 | $3,159-76.9% | $3,985-81.7% | $4,237-82.8% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |