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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.
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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 |
|---|---|---|
ATALANTA SOSNOFF1 year Service code 28 · EIN 13-3098640 505 5TH AVENUE 17TH FLOOR · NEW YORK, NY 10017 | Investment Management | $9,153 |
BACHELER & COMPANY PC2 years Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,571 | $77,145-59.1% | $108,410-70.9% | $85,850-63.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 41.72% | 44.54%-2.8pp | 905.27%-863.6pp | 318.53%-276.8pp |
| Employer contribution / active EE | $715 | $2,379-70.0% | $3,558-79.9% | $2,565-72.1% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $607 | $5,172-88.3% | $7,295-91.7% | $6,260-90.3% |