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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.
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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $190,783 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 15 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $33,372 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $30,500 |
BARNES, IACCARINO & SHEPHERD LLP11+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $15,600 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD, 3RD FLOOR · PENNINGTON, NJ 08534 | Securities Custodian | $8,431 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $6,900 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $6,900 |
Service code 10 · EIN 04-3652965 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Accounting | $5,021 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,279 | $95,880-71.5% | $107,525-74.6% | $85,563-68.1% |
| Participation rate | 99.6% | 70.1%+29.5pp | 75.1%+24.5pp | 66.0%+33.6pp |
| Annual return | 10.13% | 68.06%-57.9pp | 181.32%-171.2pp | 31.51%-21.4pp |
| Employer contribution / active EE | $5,053 | $3,812+32.5% | $3,754+34.6% | $2,654+90.4% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $235 | $1,025-77.0% | $8,919-97.4% | $834-71.8% |