See peer percentile detail. $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.
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 |
|---|---|---|
PATRICIA DEPASCALE1 year Filed as: PATRICIA PATTERSON Service code 27 711 EXECUTIVE DRIVE · PRINCETON, NJ 08540 | Advisory (Plan) | $22,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,722 | $43,133+64.0% | $89,391-20.9% | $73,488-3.8% |
| Participation rate | 25.4% | 55.0%-29.5pp | 68.0%-42.5pp | 70.7%-45.2pp |
| Annual return | 14.47% | 135.66%-121.2pp | 245.62%-231.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $697 | $1,438-51.6% | $2,586-73.1% | $2,270-69.3% |
| Participant deferral / active EE | $1,324 | $2,445-45.8% | $3,890-66.0% | $3,740-64.6% |
| Admin fee / account holder | $625 | $444+40.8% | $4,881-87.2% | $513+21.8% |