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 |
|---|---|---|
Filed as: BASIL CASTROVINCI & ASSOCIATES, INC Service code 13 · EIN 13-2831500 | Contract Administrator | $68,775 |
METS SCHIRO & MCGOVERN9 years Filed as: METS SCHIRO AND MCGOVERN Service code 29 · EIN 75-3116930 | Legal | $35,536 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $26,586 |
MSPC9 years Filed as: MSPC, CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $16,565 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,324 | $82,917+74.1% | $103,333+39.7% | $77,643+85.9% |
| Participation rate | 56.1% | 71.6%-15.4pp | 74.5%-18.4pp | 70.6%-14.4pp |
| Annual return | 10.76% | 19.13%-8.4pp | 24.88%-14.1pp | 31.24%-20.5pp |
| Employer contribution / active EE | $4,308 | $3,552+21.3% | $3,868+11.4% | $2,726+58.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $420 | $638-34.1% | $8,355-95.0% | $430-2.3% |