See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
I.E. SHAFFER & CO.11+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $71,733 |
LARRY MAGARIK, ESQ11+ years Service code 20 · EIN 46-4963823 | Trustee (individual); Direct payment ... | $13,185 |
BARATZ & ASSOCIATES, P.A.11+ years Service code 10 · EIN 22-2212404 | Accounting | $6,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,152-100.0% | $162,152-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 207.70% | 13.40%+194.3pp | 13.01%+194.7pp | 13.91%+193.8pp |
| Employer contribution / active EE | $0 | $39,370-100.0% | $35,911-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $97-100.0% | $91-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $41,846-100.0% |