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 4-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 |
|---|---|---|
ANDREW FAIR, ESQ.1 year Filed as: ANDREW BAYLISS Service code 27 · EIN 36-2668272 1166 AVENUES OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $5,558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,319 | $60,323-77.9% | $81,812-83.7% | $74,495-82.1% |
| Participation rate | 98.2% | 62.9%+35.3pp | 72.3%+25.9pp | 67.2%+31.0pp |
| Annual return | 30.00% | 16.90%+13.1pp | 773.79%-743.8pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $2,454 | $2,620-6.4% | $2,912-15.7% | $2,623-6.5% |
| Participant deferral / active EE | $5,024 | $3,387+48.3% | $4,319+16.3% | $4,346+15.6% |
| Admin fee / account holder | $84 | $1,486-94.4% | $7,386-98.9% | $1,942-95.7% |