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 |
|---|---|---|
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON LLP Service code 29 · EIN 23-1433012 620 EIGHT AVENUE, 37TH FLOOR · NEW YORK, NY 100181405 | Legal | $17,150 |
BPAS2 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 13887 FAIRPORT ROAD 600 · FAIRPORT, NY 14450 | Actuarial | $10,185 |
FITZSIMMONS ABRAMS, LLP7+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $7,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,219-100.0% | $201,582-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | 373.17% | 8.34%+364.8pp | 11.08%+362.1pp | 9.30%+363.9pp |
| Employer contribution / active EE | $0 | $35,279-100.0% | $28,409-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |