Filed April 13, 2018 (most recent of 4 filings on file)
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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE WEALTH SOLNS/R JAMES Service code 26 33 CHURCH, 2ND FLR · FREEDONIA, NY 14063 | Advisory (Participants) | $32,069 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 17 · EIN 16-1503696 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Pension Consulting | $14,624 |
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 | $86,020 | $70,667+21.7% | $123,104-30.1% | $52,331+64.4% |
| Participation rate | 93.2% | 83.7%+9.5pp | 86.8%+6.4pp | 68.1%+25.1pp |
| Annual return | -0.29% | 6.23%-6.5pp | 13.22%-13.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,949 | $2,946+34.0% | $5,151-23.3% | $1,882+109.9% |
| Participant deferral / active EE | $3,800 | $4,493-15.4% | $6,230-39.0% | $3,022+25.7% |
| Admin fee / account holder | $398 | $506-21.5% | $9,015-95.6% | $592-32.8% |