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 |
|---|---|---|
BOUCHEY FINANCIAL GROUP1 year Service code 99 · EIN 14-1784864 | Other Fees | $32,602 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,823 | $78,422-41.6% | $95,952-52.2% | $79,858-42.6% |
| Participation rate | 91.1% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 16.31% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,425 | $1,945+178.9% | $2,541+113.5% | $2,471+119.6% |
| Participant deferral / active EE | $9,832 | $3,440+185.8% | $4,167+135.9% | $3,740+162.9% |
| Admin fee / account holder | $48 | $5,622-99.1% | $6,795-99.3% | $5,306-99.1% |