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 6-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 |
|---|---|---|
GRAMKOW, CARNEVALE, SEIFERT & CO2+ years Filed as: GRAMKOW CARNEVALE AND SEIFERT Service code 99 · EIN 22-2000222 | Other Fees | $13,700 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 111 EXPRESS ST · PLAINVIEW, NY 11803 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,671 | $101,883+25.3% | $453,369-71.8% | $85,850+48.7% |
| Participation rate | 74.7% | 72.3%+2.4pp | 78.0%-3.3pp | 69.3%+5.4pp |
| Annual return | 13.64% | 25.38%-11.7pp | 64.40%-50.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $472 | $2,847-83.4% | $4,070-88.4% | $2,565-81.6% |
| Participant deferral / active EE | $5,920 | $4,782+23.8% | $6,209-4.7% | $3,952+49.8% |
| Admin fee / account holder | $93 | $5,706-98.4% | $11,209-99.2% | $6,260-98.5% |