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 AGENCY1+ years Filed as: THE JAMES REAGAN AGENCY Service code 19 · EIN 16-1150253 | Securities Custodian | $71,796 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $6,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,731 | $57,108+11.6% | $94,224-32.4% | $52,331+21.8% |
| Participation rate | 66.3% | 72.9%-6.7pp | 78.8%-12.5pp | 68.1%-1.9pp |
| Annual return | -0.97% | 1.47%-2.4pp | 10.68%-11.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $514 | $1,735-70.4% | $3,587-85.7% | $1,882-72.7% |
| Participant deferral / active EE | $3,050 | $3,040+0.3% | $4,320-29.4% | $3,022+0.9% |
| Admin fee / account holder | $414 | $546-24.2% | $6,269-93.4% | $592-29.9% |