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 |
|---|---|---|
JAMES P REAGAN AGENCY1+ years Filed as: THE JAMES P REAGAN AGENCY Service code 22 · EIN 16-1150253 PO BOX 191 · MARCELLUS, NY 13108 | Insurance Broker | $49,620 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $12,934 |
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 | $57,156 | $50,464+13.3% | $75,781-24.6% | $52,331+9.2% |
| Participation rate | 84.8% | 66.8%+18.0pp | 75.8%+9.0pp | 68.1%+16.7pp |
| Annual return | -0.85% | 1.03%-1.9pp | 9.68%-10.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,846 | $1,988+43.1% | $3,323-14.4% | $1,882+51.3% |
| Participant deferral / active EE | $3,300 | $2,570+28.4% | $3,651-9.6% | $3,022+9.2% |
| Admin fee / account holder | $319 | $1,103-71.1% | $5,299-94.0% | $592-46.1% |