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 |
|---|---|---|
FITZSIMMONS ABRAMS, LLP9+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $7,800 |
BPAS4 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 13887 FAIRPORT ROAD 600 · FAIRPORT, NY 14450 | Actuarial | $5,513 |
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 | $151,373-100.0% | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | - |
| Annual return | 352.48% | 94.64%+257.8pp | 20.18%+332.3pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $29,108-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,262-100.0% | - |