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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.
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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 |
|---|---|---|
GARY MOSCOWITZ, PC10+ years Service code 10 · EIN 22-3214883 100 WALNUT AVE, SUITE 210 · CLARK, NJ 07060 | Accounting | $30,500 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 150 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $22,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,407 | $44,960-50.2% | $84,966-73.6% | $74,495-69.9% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 11.51% | 26.24%-14.7pp | 66.38%-54.9pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,901 | $1,457+99.1% | $2,727+6.4% | $2,623+10.6% |
| Participant deferral / active EE | $734 | $2,731-73.1% | $4,519-83.8% | $4,346-83.1% |
| Admin fee / account holder | $337 | $2,209-84.8% | $6,149-94.5% | $1,942-82.7% |