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 8-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 |
|---|---|---|
Filed as: HAMILTON CAVANAUGH Service code 27 661 N BROADWAY · N WHITE PLAINS, NY 10603 | Advisory (Plan) | $2,691 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $1,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value 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 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 | $290,118 | $202,318+43.4% | $172,739+68.0% | $152,861+89.8% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 16.28% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $12,708 | $5,856+117.0% | $5,143+147.1% | $4,762+166.8% |
| Participant deferral / active EE | $13,410 | $5,948+125.5% | $5,198+158.0% | $5,850+129.2% |
| Admin fee / account holder | $90 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |