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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.
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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.7+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $172,817 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 15 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $33,228 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $30,500 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD, 3RD FLOOR · PENNINGTON, NJ 08534 | Securities Custodian | $17,243 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $14,400 |
GETTRY MARCUS CPA, P.C.1 year Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD, 3RD FLOOR · WOODBURY, NY 11797 | Accounting | $11,778 |
Employer contribution per participant 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 | $15,891 | $95,918-83.4% | $151,611-89.5% | $77,904-79.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -12.60% | -5.50%-7.1pp | 3.33%-15.9pp | 12.21%-24.8pp |
| Employer contribution / active EE | $1,154 | $4,330-73.4% | $6,166-81.3% | $2,848-59.5% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $157 | $93+68.3% | $11,616-98.6% | $133+18.5% |