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 |
|---|---|---|
GARY MOSCOWITZ, PC8+ years Service code 10 · EIN 22-3214883 100 WALNUT AVE, SUITE 210 · CLARK, NJ 07060 | Accounting | $27,900 |
INTAC ACTUARIAL SERVICES8+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $22,223 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,367 |
Participant contribution per participant 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 | $18,370 | $37,393-50.9% | $77,024-76.1% | $66,914-72.5% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -12.70% | -3.29%-9.4pp | 42.32%-55.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,260 | $1,531+47.6% | $2,812-19.7% | $2,544-11.2% |
| Participant deferral / active EE | $767 | $2,617-70.7% | $4,426-82.7% | $4,237-81.9% |
| Admin fee / account holder | $288 | $567-49.2% | $5,425-94.7% | $593-51.5% |