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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9 years Filed as: I.E.SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $198,000 |
BARATZ & ASSOCIATES, P.A.8 years Service code 10 · EIN 22-2212404 | Accounting | $15,900 |
LARRY MAGARIK, ESQ10+ years Service code 25 · EIN 46-4963823 | Directed Trustee | $15,210 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING, INC Service code 11 · EIN 26-3842522 | Actuarial | $13,179 |
Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT ST 200 · PHILADELPHIA, PA 19106 | Legal | $11,000 |
SCHULTE ROTH & ZABEL LLP9 years Service code 29 919 3RD AVE · NEW YORK, NY 10022 | Legal | $10,724 |
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 | $893,103-100.0% | $893,103-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 58.4%-58.4pp | 35.7%-35.7pp |
| Annual return | 443.31% | 10.32%+433.0pp | 10.59%+432.7pp | 15.19%+428.1pp |
| Employer contribution / active EE | $0 | $36,556-100.0% | $33,926-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |