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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,800 |
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $7,535 |
BPAS5+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping and information managem... | $6,625 |
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.
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 | $48,215 | $102,966-53.2% | $90,281-46.6% | $152,861-68.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.33% | 95.16%-80.8pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,261 | $3,139+67.6% | $2,854+84.3% | $4,762+10.5% |
| Participant deferral / active EE | $4,778 | $4,281+11.6% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $123 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |