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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 |
|---|---|---|
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,735 |
PFG1 year Filed as: PFG FINANCIAL PLANNING Service code 15 103 CARNEGIE CT DR · PRINCETON, NJ 08540 | Recordkeeping | $5,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,681 | $29,369-43.2% | $77,482-78.5% | $73,409-77.3% |
| Participation rate | 48.8% | 37.9%+10.8pp | 54.2%-5.4pp | 72.2%-23.4pp |
| Annual return | 26.04% | 358.15%-332.1pp | 54.79%-28.7pp | 59.29%-33.2pp |
| Employer contribution / active EE | $512 | $406+26.1% | $986-48.1% | $2,234-77.1% |
| Participant deferral / active EE | $891 | $941-5.4% | $1,861-52.2% | $3,805-76.6% |
| Admin fee / account holder | $71 | $123-41.8% | $2,858-97.5% | $158-54.8% |