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 |
|---|---|---|
DANNIBLE & MCKEE, LLP1 year Service code 10 FINANCIAL PLAZA, 221 S. WARREN STRE · SYRACUSE, NY 13202 | Accounting | $12,880 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 500 CORPORATE PARKWAY · AMHERST, NY 14226 | Recordkeeping | $4,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,026 | $72,492-36.5% | $87,100-47.2% | $72,985-36.9% |
| Participation rate | 39.0% | 72.8%-33.8pp | 76.9%-37.8pp | 69.5%-30.5pp |
| Annual return | 19.51% | 24.46%-4.9pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $318 | $1,894-83.2% | $2,521-87.4% | $2,440-87.0% |
| Participant deferral / active EE | $2,864 | $3,270-12.4% | $4,049-29.3% | $3,607-20.6% |
| Admin fee / account holder | $480 | $5,055-90.5% | $7,497-93.6% | $5,124-90.6% |