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 |
|---|---|---|
AVRAM Y. KATZ2 years Service code 99 · EIN 14-9386946 7 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $52,000 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 86-1109193 | Other Fees | $38,147 |
EISNERAMPER LLP5+ years Filed as: EISNERAMPER Service code 99 · EIN 13-1639826 111 WOOD AVENUE SOUTH · ISELIN, NJ 08830 | Other Fees | $27,700 |
Filed as: CONSULTING ACTUARIES INCORPORATED Service code 99 · EIN 22-1915571 330 PASSAIC AVENUE · FAIRFIELD, NJ 07704 | Other Fees | $3,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $390,924 | $89,652+336.0% | $141,162+176.9% | $65,185+499.7% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | 20.90% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $12,760 | $3,065+316.3% | $4,735+169.5% | $2,177+486.2% |
| Participant deferral / active EE | $9,189 | $5,691+61.5% | $6,709+37.0% | $3,514+161.5% |
| Admin fee / account holder | $467 | $569-17.9% | $10,261-95.5% | $847-44.9% |