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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.
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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 |
|---|---|---|
QCI ASSET MANAGEMENT2+ years Filed as: QCI MANAGEMENT Service code 21 · EIN 16-1045618 40-A GROVE STREET · PITTSFORD, NY 14534 | Bank Trustee | $50,001 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $5,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,380 | $64,909-10.1% | $82,313-29.1% | $62,292-6.3% |
| Participation rate | 72.7% | 74.9%-2.1pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 14.13% | 21.18%-7.1pp | 25.88%-11.7pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,564 | $1,676-6.7% | $2,428-35.6% | $2,042-23.4% |
| Participant deferral / active EE | $3,070 | $3,103-1.1% | $3,706-17.2% | $3,169-3.1% |
| Admin fee / account holder | $407 | $440-7.4% | $5,608-92.7% | $479-15.1% |