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 & ASSOC5+ years Filed as: HAMILTON CAVANAUGH & ASSOCIATES INC Service code 15 · EIN 13-3750891 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $213,648 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $147,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,503 | $47,456-14.7% | $172,739-76.6% | $77,787-47.9% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+21.9pp |
| Annual return | 22.14% | 35.57%-13.4pp | 802.84%-780.7pp | 32.57%-10.4pp |
| Employer contribution / active EE | $2,170 | $1,574+37.9% | $5,143-57.8% | $2,504-13.3% |
| Participant deferral / active EE | $4,581 | $2,560+79.0% | $5,198-11.9% | $3,967+15.5% |
| Admin fee / account holder | $115 | $81+42.7% | $13,954-99.2% | $100+15.3% |