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 |
|---|---|---|
THE LAMBOS FIRM, LLP6+ years Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $64,800 |
SLEVIN & HART, P.C.3 years Service code 29 · EIN 52-1708613 1625 MASSACHUSETS AVENUE NW · WASHINGTON, DC 20036 | Legal | $64,500 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND GORSKI Service code 30 · EIN 13-1966980 889 BROADWAY · BAYONNE, NJ 07002 | Employee (plan) | $33,600 |
MRG ACTUARIAL SERVICES6+ years Service code 11 · EIN 22-3148220 280 PROSPECT AVENUE · HACKENSACK, NJ 07601 | Actuarial | $28,390 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $27,250 |
JUNE LENNON6+ years Service code 30 · EIN 13-1966980 889 BROADWAY · BAYONNE, NJ 07002 | Employee (plan) | $26,040 |
DESENA & COMPANY CPAS6+ years Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $25,352 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 04-1107180 ONE WALL STREET · NEW YORK, NY 10286 | Bank Trustee | $25,274 |
Filed as: JOHN T. OATES Service code 30 · EIN 13-1966980 889 BROADWAY · BAYONNE, NJ 07002 | Employee (plan) | $19,648 |
KATHY SCHIERECK5+ years Service code 10 · EIN 13-1966980 889 BROADWAY · BAYONNE, NJ 07002 | Accounting | $7,356 |
See 1 actuary disclosure. $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.
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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 11.27% | 7.62%+3.7pp | 10.57%+0.7pp | 627.08%-615.8pp |
| Employer contribution / active EE | $9,479 | $18,841-49.7% | $29,483-67.9% | $18,824-49.6% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |