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 ESQ7 years Service code 29 · EIN 01-0727299 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $36,000 |
EASTERN STATES JOINT BOARD5 years Service code 49 · EIN 46-2849057 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 | Other Services | $33,349 |
DICKINSON WRIGHT PLLC8+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Actuarial | $27,900 |
COSTAROTHBORT LLC8+ years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $25,500 |
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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | 16.21% | -0.56%+16.8pp | -3.21%+19.4pp | 39.77%-23.6pp |
| Employer contribution / active EE | $2,744 | $21,553-87.3% | $46,019-94.0% | $19,959-86.3% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |