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 |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $4,291 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON CAVANAUGH Service code 27 661 N BROADWAY · N WHITE PLAINS, NY 10603 | Advisory (Plan) | $1,097 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,599 | $209,411-80.1% | $178,490-76.7% | $158,922-73.8% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 4.30% | 188.75%-184.4pp | 151.07%-146.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $111 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |