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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.
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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 |
|---|---|---|
O'BRIEN BELLAND & BUSHINSKY4 years Filed as: O'BRIEN FINANCIAL GROUP Service code 27 99 WEST FIRST STREET · CORNING, NY 14830 | Advisory (Plan) | $0 |
UNIFIED TRUST COMPANY, N.A.4 years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,597 | $52,953-59.2% | $172,739-87.5% | $65,185-66.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.40% | 30.12%-13.7pp | 802.84%-786.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $1,929 | $2,190-11.9% | $5,143-62.5% | $2,177-11.4% |
| Participant deferral / active EE | $1,757 | $2,471-28.9% | $5,198-66.2% | $3,514-50.0% |
| Admin fee / account holder | $250 | $472-47.0% | $13,954-98.2% | $847-70.5% |