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 8-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 |
|---|---|---|
VICTOR LAGRECA4+ years Service code 13 · EIN 22-1552821 201 WEST VALLET STREAM BLVD · VALLEY STREAM, NY 11580 | Contract Administrator | $21,008 |
LAWRENCE S. FISCHER, CPA4+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $18,000 |
BRYAN CAVE LLP4+ years Filed as: BRYAN C. MCCARTHY, PC Service code 22 · EIN 01-0727299 271 NORTH AVE · NEW ROCHELLE, NY 11801 | Insurance Broker | $17,160 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $15,000 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Trustee (individual) | $7,800 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $6,202 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -7.30% | -1.53%-5.8pp | -2.18%-5.1pp | -0.69%-6.6pp |
| Employer contribution / active EE | $2,569 | $14,498-82.3% | $38,751-93.4% | $16,786-84.7% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |