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 |
|---|---|---|
JAMES P REAGAN AGENCY6+ years Filed as: JAMES P. REAGAN AGENCY, INC. Service code 27 · EIN 16-1150253 P.O. BOX 191 · MARCELLUS, NY 13108 | Advisory (Plan) | $76,032 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $10,334 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,873 | $78,419-5.8% | $133,956-44.9% | $73,409+0.6% |
| Participation rate | 75.5% | 78.6%-3.1pp | 79.8%-4.4pp | 72.2%+3.3pp |
| Annual return | 16.21% | 33.35%-17.1pp | 45.09%-28.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $447 | $2,044-78.1% | $3,919-88.6% | $2,234-80.0% |
| Participant deferral / active EE | $3,721 | $3,925-5.2% | $5,048-26.3% | $3,805-2.2% |
| Admin fee / account holder | $369 | $161+128.8% | $8,927-95.9% | $158+133.8% |