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 DEPASCALE3 years Filed as: PATRICIA PATTERSON Service code 27 711 EXECUTIVE DR. · PRINCETON, NJ 08540 | Advisory (Plan) | $28,537 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,825 | $37,393+62.7% | $77,024-21.0% | $66,914-9.1% |
| Participation rate | 18.4% | 52.9%-34.4pp | 67.9%-49.5pp | 69.8%-51.4pp |
| Annual return | -17.49% | -3.29%-14.2pp | 42.32%-59.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $436 | $1,531-71.5% | $2,812-84.5% | $2,544-82.9% |
| Participant deferral / active EE | $1,025 | $2,617-60.8% | $4,426-76.8% | $4,237-75.8% |
| Admin fee / account holder | $672 | $567+18.5% | $5,425-87.6% | $593+13.2% |