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 |
|---|---|---|
FUSION FAMILY WEALTH, LLC1+ years Service code 27 88 FROEHLICH FARM BLVD. STE 401 · WOODBURY, NY 11797 | Advisory (Plan) | $11,034 |
UNITED BENEFIT PENSIONS INC.1+ years Service code 13 33 PINLAWN ROAD, STE 103E · MELVILLE, NY 117473111 | Contract Administrator | $1,050 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,053 | $72,177-26.5% | $115,037-53.9% | $59,632-11.0% |
| Participation rate | 74.0% | 72.6%+1.4pp | 81.4%-7.4pp | 68.7%+5.3pp |
| Annual return | 1.54% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $5,298 | $2,841+86.5% | $4,608+15.0% | $2,203+140.5% |
| Participant deferral / active EE | $3,844 | $4,783-19.6% | $6,026-36.2% | $3,192+20.4% |
| Admin fee / account holder | $21 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |