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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.1+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $146,216 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Advisory (Plan) | $35,959 |
SUZANNE AHEARN2+ years Service code 14 · EIN 13-3498896 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Plan Administrator | $34,658 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 99 FOUNDERS PLAZA · EAST HARTFORD, CT 06108 | Securities Custodian | $18,056 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $13,450 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $10,800 |
Annual investment return 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 | $71,802-100.0% | $133,980-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 2.27% | 13.51%-11.2pp | 29.30%-27.0pp | 5.13%-2.9pp |
| Employer contribution / active EE | $5,082 | $3,161+60.8% | $5,211-2.5% | $1,974+157.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |