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 |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $57,600 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $7,534 |
LARRY MAGARIK, ESQ4+ years Service code 20 113 UNIVERSITY PL, FLR 7 · NEW YORK, NY 100034527 | Trustee (individual); Direct payment ... | $6,305 |
BARATZ & ASSOCIATES, P.A.4+ years Filed as: BARATZ & ASSOCIATES Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $177,834-100.0% | $177,834-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 39.5%-39.5pp | 47.4%-47.4pp |
| Annual return | 322.57% | 10.65%+311.9pp | 11.67%+310.9pp | 12.16%+310.4pp |
| Employer contribution / active EE | $0 | $33,520-100.0% | $28,376-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |