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 |
|---|---|---|
MILESTONE CONSULTANTS6 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $20,338 |
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $18,814 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,856 | $55,415-17.3% | $155,509-70.5% | $74,495-38.4% |
| Participation rate | 60.0% | 61.9%-1.9pp | 78.2%-18.2pp | 67.2%-7.2pp |
| Annual return | 30.80% | 268.50%-237.7pp | 64.67%-33.9pp | 1364.94%-1334.1pp |
| Employer contribution / active EE | $1,096 | $2,267-51.7% | $4,672-76.5% | $2,623-58.2% |
| Participant deferral / active EE | $1,822 | $2,836-35.8% | $5,626-67.6% | $4,346-58.1% |
| Admin fee / account holder | $241 | $1,738-86.1% | $15,912-98.5% | $1,942-87.6% |