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 AGENCY4+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 19 · EIN 16-1150253 | Securities Custodian | $61,779 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $14,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $215,428 | $57,354+275.6% | $83,848+156.9% | $64,186+235.6% |
| Participation rate | 90.1% | 68.6%+21.5pp | 76.1%+14.0pp | 69.6%+20.5pp |
| Annual return | -5.48% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $16,643 | $2,545+553.9% | $3,631+358.4% | $2,381+599.1% |
| Participant deferral / active EE | $2,557 | $2,993-14.6% | $4,082-37.4% | $3,470-26.3% |
| Admin fee / account holder | $685 | $4,046-83.1% | $5,478-87.5% | $4,888-86.0% |