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 9-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 |
|---|---|---|
DAVID FALDA, CPA1+ years Filed as: DAVID A FALDA, CPA Service code 10 · EIN 13-3279763 118-21 QUEENS BLVD · FOREST HILLS, NY 11375 | Accounting | $34,500 |
MICHAEL NEGRI, ESQ1+ years Service code 29 · EIN 27-3025793 3 EBERLING DRIVE · NEW CITY, NY 10956 | Legal | $17,000 |
GREER BENEFIT CONSULTANTS1+ years Service code 11 · EIN 06-1227790 116 NEW LONDON TPKE · GLASTONBURY, CT 06033 | Actuarial | $5,775 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,854-100.0% | $73,843-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | 685.82% | 2.11%+683.7pp | 2267.84%-1582.0pp | 4.54%+681.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |