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 | $14,118 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,277 | $58,208-77.2% | $81,812-83.8% | $80,856-83.6% |
| Participation rate | 67.0% | 63.4%+3.6pp | 72.3%-5.3pp | 67.6%-0.6pp |
| Annual return | 15.99% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,225 | $2,340-47.7% | $2,912-58.0% | $2,755-55.5% |
| Participant deferral / active EE | $980 | $3,281-70.1% | $4,319-77.3% | $4,296-77.2% |
| Admin fee / account holder | $99 | $4,981-98.0% | $7,386-98.7% | $6,918-98.6% |