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 AGENCY2+ years Filed as: THE JAMES P REAGAN AGENCY Service code 22 · EIN 16-1150253 PO BOX 191 · MARCELLUS, NY 13108 | Insurance Broker | $39,740 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $12,222 |
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 | $73,596 | $56,897+29.4% | $84,750-13.2% | $62,891+17.0% |
| Participation rate | 86.8% | 68.5%+18.3pp | 76.6%+10.2pp | 69.3%+17.5pp |
| Annual return | 6.81% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,211 | $2,400+117.1% | $3,574+45.8% | $2,281+128.5% |
| Participant deferral / active EE | $4,832 | $2,709+78.4% | $3,712+30.2% | $3,203+50.9% |
| Admin fee / account holder | $317 | $3,581-91.2% | $5,332-94.1% | $4,296-92.6% |