See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC Service code 49 | Other Services | $9,273 |
Filed as: RIMKUS, MARCIANO, & ASSOCIATES INC Service code 49 · EIN 22-2725182 3136 WINTON RD. S. STE 300 · ROCHESTER, NY 14623 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,062 | $59,417-25.8% | $93,606-52.9% | $74,495-40.9% |
| Participation rate | 69.4% | 59.7%+9.8pp | 68.7%+0.7pp | 67.2%+2.2pp |
| Annual return | 9.93% | 81.83%-71.9pp | 133.20%-123.3pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $937 | $1,264-25.9% | $2,420-61.3% | $2,623-64.3% |
| Participant deferral / active EE | $4,398 | $3,050+44.2% | $4,411-0.3% | $4,346+1.2% |
| Admin fee / account holder | $28 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |