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 |
|---|---|---|
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $697,922 |
O'SULLIVAN ASSOCIATES2 years Service code 11 | Actuarial | $62,163 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW ANDERSON Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $61,431 |
SHANAE JOHNSON3 years Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $61,121 |
QUAN-VEST CONSULTANTS, INC.3 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $51,181 |
THE BANK OF NEW YORK MELLON10+ years Service code 50 · EIN 13-5160382 | Direct Payment | $50,235 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $47,872 |
DOMINICK GIGLIO4 years Service code 30 · EIN 13-1975659 | Direct payment from the plan; Employe... | $41,991 |
TOCQUEVILLE ASSET MANAGEMENT7 years Service code 28 · EIN 13-3547557 | Investment Management | $39,292 |
C AND S CONSULTING3 years Service code 20 · EIN 87-2270288 | Direct payment from the plan; Trustee... | $38,400 |
See 1 actuary disclosure. $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.
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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 71.43% | 8.76%+62.7pp | 7.18%+64.2pp | 8.76%+62.7pp |
| Employer contribution / active EE | $14,850 | $16,627-10.7% | $35,855-58.6% | $16,627-10.7% |
| Participant deferral / active EE | $0 | $888-100.0% | $162-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |