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 |
|---|---|---|
GCC-IBT LOCAL 1L7+ years Service code 15 · EIN 13-4920470 113 UNIVERSITY PLACE · NEW YORK, NY 10003 | Recordkeeping | $91,875 |
ROGOFF & COMPANY PC7+ years Filed as: ROGOFF & CO. Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $24,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $54,060-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.3%-3.3pp | - |
| Annual return | 94.08% | 59.12%+35.0pp | 36.37%+57.7pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $37,223-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $524-100.0% | - |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |