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 |
|---|---|---|
PCC PENSION FUND9+ years Service code 12 · EIN 13-3208565 66-05 WOODHAVEN BLVD · REGO PARK, NY 11374 | Recordkeeping and information managem... | $499,840 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $354,308 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $349,884 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,811 |
GOULD, KOBRICK & SCHLAPP, P.C.9+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $15,000 |
COLLERAN, O'HARA & MILLS LLP9+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $11,167 |
Service code 29 · EIN 11-2621686 16 COURT STREET · BROOKLYN, NY 11241 | Legal | $11,050 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-2518466 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $5,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,810 | $122,693-61.8% | $184,203-74.6% | $199,593-76.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 3.94% | 143.91%-140.0pp | 28.81%-24.9pp | 34.25%-30.3pp |
| Employer contribution / active EE | $11,758 | $4,584+156.5% | $6,427+82.9% | $3,034+287.5% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $429 | $121+255.5% | $13,901-96.9% | $269+59.4% |