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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $5,114 |
CALDWELL TRUST COMPANY3 years Service code 27 1400 CENTER ROAD · VENICE, FL 64292 | Advisory (Plan) | $4,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,503 | $66,124-72.0% | $90,404-79.5% | $73,488-74.8% |
| Participation rate | 31.5% | 69.7%-38.1pp | 72.7%-41.1pp | 70.7%-39.1pp |
| Annual return | 16.76% | 17.65%-0.9pp | 1293.02%-1276.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $309 | $2,346-86.8% | $3,262-90.5% | $2,270-86.4% |
| Participant deferral / active EE | $1,013 | $3,039-66.7% | $3,963-74.4% | $3,740-72.9% |
| Admin fee / account holder | $151 | $396-62.0% | $5,611-97.3% | $513-70.6% |