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: FOUNDATION RETIREMENT PLAN CON Service code 15 27 E. MERRICK ROAD · VALLEY STREAM, NY 11580 | Recordkeeping | $11,026 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,330 |
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 | $20,700 | $33,067-37.4% | $76,523-72.9% | $56,287-63.2% |
| Participation rate | 72.8% | 55.4%+17.4pp | 68.0%+4.8pp | 69.9%+2.9pp |
| Annual return | -5.43% | 2.72%-8.1pp | -0.27%-5.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $678 | $1,200-43.5% | $2,647-74.4% | $2,111-67.9% |
| Participant deferral / active EE | $1,050 | $2,240-53.1% | $3,835-72.6% | $3,350-68.7% |
| Admin fee / account holder | $142 | $537-73.6% | $4,848-97.1% | $521-72.8% |