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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.
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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 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $66,009 |
BFSG LLC2 years Filed as: INTEROCEAN CAPITAL Service code 27 · EIN 20-8161914 14851 N SCOTTSDALE RD. #105 · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $59,012 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Bank Trustee | $167 |
M.S. HOWELLS & CO6 years Service code 22 · EIN 86-0988422 23350 N PIMA ROAD · SCOTTSDALE, AZ 85255 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,348 | $64,768-56.2% | $76,190-62.8% | $77,643-63.5% |
| Participation rate | 95.7% | 72.6%+23.1pp | 79.3%+16.5pp | 70.6%+25.2pp |
| Annual return | 11.08% | 13.90%-2.8pp | 13.78%-2.7pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,521 | $2,747-8.2% | $4,578-44.9% | $2,726-7.5% |
| Participant deferral / active EE | $610 | $3,709-83.6% | $5,474-88.9% | $4,647-86.9% |
| Admin fee / account holder | $186 | $1,025-81.9% | $5,123-96.4% | $430-56.9% |