See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $24,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,944 | $65,041+82.9% | $90,951+30.8% | $79,858+48.9% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 14.16% | 30.45%-16.3pp | 134.60%-120.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,949 | $1,247+56.3% | $2,122-8.2% | $2,471-21.1% |
| Participant deferral / active EE | $4,257 | $2,512+69.5% | $3,373+26.2% | $3,740+13.8% |
| Admin fee / account holder | $299 | $4,536-93.4% | $5,959-95.0% | $5,306-94.4% |