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 |
|---|---|---|
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH GIOVINCO Service code 14 · EIN 11-6169861 201 W. VALLEY STREAM BLVD · VALLEY STREAM, NY 11580 | Plan Administrator | $96,150 |
BRYAN MCCARTHY ESQ2 years Service code 29 · EIN 01-0727299 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $46,014 |
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Actuarial | $24,900 |
COSTAROTHBORT LLC3+ years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $21,774 |
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.87% | 12.23%-0.4pp | 10.36%+1.5pp | 13.95%-2.1pp |
| Employer contribution / active EE | $2,387 | $18,059-86.8% | $37,738-93.7% | $16,598-85.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |