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 DEPASCALE2 years Filed as: PATRICIA PATTERSON Service code 27 711 EXECUTIVE DR. · PRINCETON, NJ 08540 | Advisory (Plan) | $28,980 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,170 | $79,694-8.2% | $96,139-23.9% | $79,386-7.8% |
| Participation rate | 16.2% | 54.0%-37.8pp | 68.4%-52.3pp | 70.7%-54.5pp |
| Annual return | 10.06% | 40.84%-30.8pp | 191.94%-181.9pp | 116.85%-106.8pp |
| Employer contribution / active EE | $444 | $1,443-69.2% | $2,797-84.1% | $2,427-81.7% |
| Participant deferral / active EE | $940 | $2,539-63.0% | $4,349-78.4% | $4,046-76.8% |
| Admin fee / account holder | $740 | $630+17.5% | $5,537-86.6% | $626+18.2% |