See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC8 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 19 LIMESTONE DRIVE STE 5 · WILLIAMSVILLE, NY 14221 | Other Fees | $34,075 |
ACTUARIAL BENEFITS CORP6 years Filed as: ACTUARIAL CONSULTING SERVICES INC. Service code 99 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Other Fees | $12,509 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 64 ANNUITY CO · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,076 | $88,087-45.4% | $164,866-70.8% | $74,546-35.5% |
| Participation rate | 97.8% | 73.1%+24.7pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 15.58% | 17.27%-1.7pp | 69.97%-54.4pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,092 | $2,595-19.4% | $4,343-51.8% | $2,624-20.3% |
| Participant deferral / active EE | $5,290 | $4,499+17.6% | $6,033-12.3% | $4,347+21.7% |
| Admin fee / account holder | $98 | $2,232-95.6% | $12,689-99.2% | $1,944-95.0% |