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 10-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 |
|---|---|---|
BEACON POINTE ADVISORS LLC7 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 29 · EIN 83-1544721 | Legal | $46,050 |
LARRY MAGARIK, ESQ10+ years Filed as: LARRY MAGARIK Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $30,510 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $15,762 |
STATE STREET GLOBAL ADVISORS11+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 23-6262789 | Recordkeeping | $5,929 |
COHEN & STEERS3 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $5,227 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 8.3%-8.3pp | 35.7%-35.7pp |
| Annual return | 174.17% | 4.78%+169.4pp | 9.71%+164.5pp | 15.19%+159.0pp |
| Employer contribution / active EE | $0 | $29,038-100.0% | $21,536-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $42-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |