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 |
|---|---|---|
Filed as: R. W. ROGE' AND COMPANY, INC. Service code 15 PO BOX 557 · BOHEMIA, NY 11716 | Recordkeeping | $15,189 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $11,109 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,529 | $80,753-48.6% | $136,294-69.5% | $62,292-33.3% |
| Participation rate | 95.5% | 73.5%+21.9pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 21.14% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,540 | $5,164-12.1% | $6,247-27.3% | $3,169+43.3% |
| Admin fee / account holder | $179 | $525-65.9% | $9,243-98.1% | $479-62.6% |