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 AGENCY6+ years Filed as: THE JAMES P REAGAN AGENCY Service code 22 · EIN 16-1150253 PO BOX 191 · MARCELLUS, NY 13108 | Insurance Broker | $54,604 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $15,433 |
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 | $103,983 | $69,362+49.9% | $101,248+2.7% | $73,488+41.5% |
| Participation rate | 86.5% | 68.4%+18.1pp | 75.8%+10.7pp | 70.7%+15.8pp |
| Annual return | 15.06% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,918 | $2,628+11.0% | $3,660-20.3% | $2,270+28.5% |
| Participant deferral / active EE | $4,212 | $3,300+27.7% | $4,370-3.6% | $3,740+12.6% |
| Admin fee / account holder | $417 | $704-40.7% | $5,945-93.0% | $513-18.7% |