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 10-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 |
|---|---|---|
BRYAN MCCARTHY ESQ1 year Service code 29 · EIN 01-0727299 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $30,000 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Actuarial | $24,900 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH GIOVINCO Service code 14 · EIN 11-6169861 201 W. VALLEY STREAM BLVD · VALLEY STREAM, NY 11580 | Plan Administrator | $19,939 |
COSTAROTHBORT LLC2+ years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $19,753 |
ORANSKY SCARAGGI & BORG P.C.2+ years Filed as: ORANSKY, SCARAGGI & BORG Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $6,750 |
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.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 7.68% | 5.80%+1.9pp | 4.74%+2.9pp | 11.88%-4.2pp |
| Employer contribution / active EE | $2,570 | $15,506-83.4% | $36,089-92.9% | $14,612-82.4% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |