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 6-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 |
|---|---|---|
FUSION FAMILY WEALTH, LLC3 years Service code 27 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $23,246 |
CREATIVE PLAN DESIGNS, LTD3 years Filed as: CREATIVE PLAN DESIGNS LTD Service code 13 90 MERRICK AVE STE 102 · EAST MEADOW, NY 115541500 | Contract Administrator | $13,054 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,361 |
FORVIS MAZARS, LLP1 year Filed as: WEISER MAZARES LLP Service code 99 60 CROSSWAYS PARK DR. W STE 301 · WOODBURY, NY 117979816 | Other Fees | $2,346 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $165,335-100.0% | $149,696-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -104.44% | 348.15%-452.6pp | 276.60%-381.0pp | 302.83%-407.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |