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 |
|---|---|---|
CONSUELO T. BIASIS1 year Service code 10 · EIN 52-2482051 10 GREEN ST. · ROSLYN, NY 11576 | Accounting | $9,000 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 906 SPENCER ST. · SYRACYSE, NY 13204 | Contract Administrator | $6,836 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,065 | $74,706-75.8% | $75,696-76.1% | $79,386-77.2% |
| Participation rate | 97.2% | 75.3%+21.9pp | 74.8%+22.4pp | 70.7%+26.5pp |
| Annual return | 40.02% | 18.52%+21.5pp | 104.53%-64.5pp | 116.85%-76.8pp |
| Employer contribution / active EE | $1,134 | $2,590-56.2% | $2,743-58.7% | $2,427-53.3% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $80 | $374-78.6% | $3,619-97.8% | $626-87.2% |