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 |
|---|---|---|
DOCTORS COUNCIL5+ years Service code 15 · EIN 13-2934154 50 BROADWAY · NEW YORK, NY 10004 | Recordkeeping | $33,591 |
DOCTORS COUNCIL WELFARE PLAN5+ years Service code 15 · EIN 13-2938751 50 BROADWAY · NEW YORK, NY 10004 | Recordkeeping | $21,447 |
PRYOR CASHMAN LLP5+ years Service code 29 · EIN 13-1859294 7 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $16,876 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,468 | $98,982-4.6% | $162,163-41.7% | $65,185+44.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 8.71% | 24.84%-16.1pp | 115.59%-106.9pp | 29.38%-20.7pp |
| Employer contribution / active EE | $14,025 | $3,467+304.6% | $5,614+149.8% | $2,177+544.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $475 | $596-20.3% | $10,843-95.6% | $847-43.9% |