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 AGENCY4+ years Filed as: THE JAMES P REAGAN AGENCY Service code 22 · EIN 16-1150253 PO BOX 191 · MARCELLUS, NY 13108 | Insurance Broker | $49,027 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $13,369 |
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 | $72,579 | $55,449+30.9% | $83,848-13.4% | $56,287+28.9% |
| Participation rate | 86.8% | 68.0%+18.8pp | 76.1%+10.7pp | 69.9%+17.0pp |
| Annual return | -4.70% | -1.38%-3.3pp | 850.88%-855.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,574 | $2,430+5.9% | $3,631-29.1% | $2,111+21.9% |
| Participant deferral / active EE | $4,274 | $2,935+45.6% | $4,082+4.7% | $3,350+27.6% |
| Admin fee / account holder | $347 | $656-47.2% | $5,478-93.7% | $521-33.5% |