See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $36,903 |
ROSS LANE & COMPANY, LLC2 years Filed as: ROSS STRENT & CO LLP Service code 99 1860 WALT WHITMAN RD · MELVILLE, NY 11747 | Other Fees | $14,785 |
UNITED BENEFIT PENSIONS INC.3 years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $7,370 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MGMNT COMPANY Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
UNITED BENEFIT PENSIONS INC.4 years Filed as: UNITED BENEFIT PENSIONS Service code 13 35 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,757 | $81,474+87.5% | $133,956+14.0% | $73,488+107.9% |
| Participation rate | 72.3% | 76.4%-4.1pp | 79.8%-7.5pp | 70.7%+1.6pp |
| Annual return | 17.06% | 19.40%-2.3pp | 45.09%-28.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,616 | $2,209+18.4% | $3,919-33.2% | $2,270+15.3% |
| Participant deferral / active EE | $4,706 | $3,786+24.3% | $5,048-6.8% | $3,740+25.8% |
| Admin fee / account holder | $428 | $713-40.0% | $8,927-95.2% | $513-16.6% |