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 |
|---|---|---|
Service code 11 · EIN 30-0192194 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $79,864 |
LARRY MAGARIK, ESQ4 years Service code 20 · EIN 46-4963823 80 8TH AVENUE, 9TH FLOOR · NEW YORK, NY 10011 | Direct payment from the plan; Trustee... | $37,890 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 20000 HORIZON WAY, STE600 · MOUNT LAURAL, NJ 08054 | Contract Administrator | $32,395 |
BARATZ & ASSOCIATES, P.A.3 years Service code 10 · EIN 22-2212404 4B EVES DRIVE, STE. 100 · MARLTON, NJ 08053 | Accounting | $11,250 |
Filed as: STACEY BRAUN ASSOCIATES, INC Service code 27 · EIN 13-2889432 377 BROADWAY, 8TH FLOOR · NEW YORK, NY 10013 | Advisory (Plan) | $7,959 |
COLLERAN, O'HARA & MILLS LLP11+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $5,976 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 223.81% | 9.11%+214.7pp | 9.57%+214.2pp | 15.19%+208.6pp |
| Employer contribution / active EE | $25,194 | $34,784-27.6% | $26,706-5.7% | $34,877-27.8% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |