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 |
|---|---|---|
GENOVESE BURFORD & BROTHERS3 years Filed as: GENOVESE BURFORD AND BROS Service code 26 · EIN 45-5146130 | Advisory (Participants) | $63,522 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,196 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,145 | $60,795+105.8% | $69,455+80.2% | $65,185+92.0% |
| Participation rate | 97.7% | 74.9%+22.9pp | 74.6%+23.1pp | 70.2%+27.5pp |
| Annual return | 20.27% | 17.46%+2.8pp | 28.97%-8.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $6,372 | $2,452+159.9% | $2,779+129.3% | $2,177+192.7% |
| Participant deferral / active EE | $6,216 | $3,162+96.6% | $3,535+75.8% | $3,514+76.9% |
| Admin fee / account holder | $441 | $314+40.7% | $3,839-88.5% | $847-47.9% |