See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
US REAL ESTATE INVESTMENT FUND LLC10+ years Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $40,534 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN ST · ELMSFORD, NY 10523 | Legal | $34,034 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $26,750 |
ANTHONY FRANCO10+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $18,291 |
ANNA MOTTOLA6 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $15,474 |
ROBERT ALLGIER CPA8 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $15,130 |
SAJ CONSULTANTS INC1 year Service code 70 · EIN 26-1304820 24 CENTRE VIEW DR · OYSTER BAY, NY 11771 | Consulting Fees | $14,455 |
MARIE MOSSA6 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $10,860 |
MICHELE ZUNNO7 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $10,296 |
CHAIKEN & CHAIKEN10+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $10,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,325 | $131,799-77.8% | $200,582-85.4% | $85,563-65.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 6.13% | 21.59%-15.5pp | 42.33%-36.2pp | 31.51%-25.4pp |
| Employer contribution / active EE | $9,339 | $4,532+106.1% | $6,419+45.5% | $2,654+251.9% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $219 | $235-6.9% | $16,305-98.7% | $834-73.8% |