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 |
|---|---|---|
Service code 26 · EIN 59-0675658 3399 PONCE DELEON BLVD · CORAL GABLES, FL 33134 | Advisory (Participants) | $71,795 |
WRIGHT INVESTORS SERVICE2 years Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 27 · EIN 06-1444342 2 CORPORATE DR · SHELTON, CT 06484 | Advisory (Plan) | $71,795 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 36 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $25,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,459 | $47,126+299.9% | $149,673+25.9% | $74,419+153.2% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.0pp | 70.7%+25.0pp |
| Annual return | 17.63% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,186 | $1,905+67.2% | $4,818-33.9% | $2,637+20.8% |
| Participant deferral / active EE | $8,659 | $2,728+217.4% | $5,680+52.4% | $4,528+91.2% |
| Admin fee / account holder | $402 | $343+17.3% | $13,210-97.0% | $348+15.6% |