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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $38,870 |
LILLING & COMPANY LLP1 year Service code 99 2 SEAVIEW BLVD · PORT WASHINGTON, NY 11050 | Other Fees | $18,699 |
UNITED BENEFIT PENSIONS INC.9 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $7,120 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,311 | $88,083+125.1% | $164,813+20.3% | $74,495+166.2% |
| Participation rate | 69.5% | 73.0%-3.5pp | 78.6%-9.1pp | 67.2%+2.3pp |
| Annual return | 23.41% | 17.26%+6.1pp | 69.93%-46.5pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $2,542 | $2,593-2.0% | $4,341-41.4% | $2,623-3.1% |
| Participant deferral / active EE | $5,051 | $4,498+12.3% | $6,031-16.2% | $4,346+16.2% |
| Admin fee / account holder | $539 | $2,234-75.9% | $12,690-95.8% | $1,942-72.3% |