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 9-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 |
|---|---|---|
THE DAVID J. YVARS GROUP1+ years Service code 49 400 COLUMBUS AVENUE · VALHALLA, NY 10595 | Other Services | $24,555 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $3,405 |
UNITED BENEFIT PENSIONS INC.1+ years Service code 49 · EIN 36-4517541 35 PINELAWN ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $14,243 | $68,408-79.2% | $57,179-75.1% | $57,658-75.3% |
| Participation rate | 98.8% | 79.1%+19.6pp | 75.3%+23.4pp | 70.2%+28.6pp |
| Annual return | 9.92% | 8.51%+1.4pp | 14.59%-4.7pp | 5.13%+4.8pp |
| Employer contribution / active EE | $2,714 | $2,869-5.4% | $2,682+1.2% | $1,974+37.5% |
| Participant deferral / active EE | $4,045 | $2,903+39.3% | $3,096+30.6% | $3,061+32.2% |
| Admin fee / account holder | $38 | $70-45.6% | $3,139-98.8% | $95-59.9% |