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 |
|---|---|---|
HAMILTON CAVANAUGH & ASSOC3+ years Filed as: HAMILTON CAVANAUGH & ASSOCIATES INC Service code 15 · EIN 13-3750891 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $146,200 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $102,062 |
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 | $29,184 | $44,989-35.1% | $170,442-82.9% | $77,958-62.6% |
| Participation rate | 93.4% | 64.6%+28.8pp | 83.6%+9.8pp | 71.6%+21.7pp |
| Annual return | 19.15% | 19.61%-0.5pp | 205.93%-186.8pp | 20.87%-1.7pp |
| Employer contribution / active EE | $1,897 | $1,466+29.4% | $5,433-65.1% | $2,310-17.9% |
| Participant deferral / active EE | $3,984 | $2,208+80.5% | $4,939-19.3% | $3,537+12.7% |
| Admin fee / account holder | $87 | $69+26.8% | $13,880-99.4% | $97-10.2% |