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 |
|---|---|---|
ANDREW FAIR, ESQ.1 year Service code 20 16 INTERLAKEN DR. · EASTCHESTER, NY 10909 | Direct payment from the plan; Trustee... | $18,000 |
MATTHEW CASSERLY3 years Filed as: MATTHEW ROCCO Service code 20 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Direct payment from the plan; Trustee... | $18,000 |
Filed as: MCCARTHY & PREECE, PLLC Service code 29 · EIN 84-3667887 | Legal | $18,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $15,000 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $8,748 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $7,500 |
LAWRENCE S. FISCHER, CPA10+ years Service code 10 · EIN 52-2326815 | Accounting | $7,350 |
DYLAN WILEY3 years Service code 20 94 BUSINESS PARK DR. · ARMONK, NY 10603 | Direct payment from the plan; Trustee... | $6,000 |
Service code 29 · EIN 13-4212610 | Legal | $5,400 |
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 8.48% | 11.85%-3.4pp | 9.65%-1.2pp | 9.82%-1.3pp |
| Employer contribution / active EE | $2,218 | $8,767-74.7% | $26,259-91.6% | $13,587-83.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |