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 7-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 |
|---|---|---|
LAYNE MCCARTHY6+ years Service code 30 · EIN 13-6367144 84 BUSINESS PARK DR · ARMONK, NY 10504 | Employee (plan) | $38,000 |
BRYAN MCCARTHY ESQ6+ years Service code 29 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $24,000 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW FAIR ESQ Service code 20 · EIN 20-3322400 16 INTERLAKEN DR · EASTCHESTER, NY 10909 | Trustee (individual) | $17,250 |
LOU ANN MATHEWS DIAZ1 year Filed as: LOU GACCIONE Service code 20 · EIN 13-6367144 906 ATLANTIC AVE · BALDWIN, NY 11510 | Trustee (individual) | $17,250 |
ROSEMARIE MCCARTHY6+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $11,000 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $10,000 |
LAWRENCE S. FISCHER, CPA6+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $9,000 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Advisory (Plan) | $8,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 21.29% | 12.40%+8.9pp | 11.08%+10.2pp | 18.34%+2.9pp |
| Employer contribution / active EE | $1,834 | $8,936-79.5% | $28,409-93.5% | $14,665-87.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |