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 AGENCY3+ years Filed as: THE JAMES REAGAN AGENCY Service code 19 · EIN 16-1150253 | Securities Custodian | $60,710 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $11,404 |
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 | $71,052 | $71,666-0.9% | $117,854-39.7% | $69,631+2.0% |
| Participation rate | 74.7% | 77.5%-2.8pp | 79.7%-5.0pp | 70.7%+4.0pp |
| Annual return | 19.78% | 18.86%+0.9pp | 335.08%-315.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $603 | $1,889-68.1% | $3,786-84.1% | $2,032-70.3% |
| Participant deferral / active EE | $3,672 | $3,340+10.0% | $4,482-18.1% | $3,224+13.9% |
| Admin fee / account holder | $306 | $120+154.0% | $8,020-96.2% | $110+176.7% |