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 |
|---|---|---|
BPAS3 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 13887 FAIRPORT ROAD 600 · FAIRPORT, NY 14450 | Actuarial | $11,995 |
FITZSIMMONS ABRAMS, LLP8+ 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 | $187,247-100.0% | $164,721-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | 352.70% | -5.84%+358.5pp | -5.84%+358.5pp | -14.65%+367.4pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,631-100.0% |