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 AGENCY10+ years Service code 19 · EIN 16-1150253 | Securities Custodian | $82,471 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $53,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,313 | $55,416+10.6% | $75,972-19.3% | $77,643-21.0% |
| Participation rate | 61.3% | 63.6%-2.3pp | 69.1%-7.8pp | 70.6%-9.3pp |
| Annual return | 43.23% | 17.07%+26.2pp | 359.55%-316.3pp | 31.24%+12.0pp |
| Employer contribution / active EE | $1,074 | $1,788-39.9% | $2,685-60.0% | $2,726-60.6% |
| Participant deferral / active EE | $2,845 | $3,447-17.5% | $4,255-33.1% | $4,647-38.8% |
| Admin fee / account holder | $228 | $414-44.9% | $6,467-96.5% | $430-47.0% |