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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 13-3646501 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $364,883 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 14 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Plan Administrator | $113,246 |
HHM CPAS2 years Filed as: HMM, CPAS LLP Service code 10 · EIN 46-5416249 527 TOWNLINE RD #203 · HAUPPAUGE, NY 11788 | Accounting | $18,000 |
CASSENA CARE LLC2 years Service code 14 · EIN 27-3296874 225 CROSSWAYS PARK DR · WOODBURY, NY 11797 | Plan Administrator | $13,000 |
AMERICAN REALTY ADVISORS1 year Filed as: FLAGSTAR ADVISORS - NEW YORK Service code 26 · EIN 86-3255307 1400 BROADWAY, 16TH FLOOR · NEW YORK, NY 10018 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,680 | $53,136+2.9% | $155,509-64.8% | $199,593-72.6% |
| Participation rate | 47.8% | 64.1%-16.3pp | 78.2%-30.4pp | 72.0%-24.2pp |
| Annual return | 11.73% | 41.15%-29.4pp | 64.67%-52.9pp | 34.25%-22.5pp |
| Employer contribution / active EE | $497 | $1,851-73.2% | $4,672-89.4% | $3,034-83.6% |
| Participant deferral / active EE | $2,226 | $3,161-29.6% | $5,626-60.4% | $5,087-56.2% |
| Admin fee / account holder | $298 | $185+60.5% | $15,912-98.1% | $269+10.7% |