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 10-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 |
|---|---|---|
C. VASILE2+ years Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $49,252 |
L. GRECO2+ years Service code 13 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Contract Administrator | $46,078 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: M. SALOMON Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $33,015 |
BRYAN MCCARTHY ESQ2+ years Service code 22 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Insurance Broker | $26,885 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT. LAUREL, NJ 08054 | Actuarial | $20,000 |
COSTAROTHBORT LLC1 year Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $18,000 |
A. MCCABE2+ years Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $16,200 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 C/O QUANTITATIVE 2 GATEWAY CENTER · NEWARK, NJ 07102 | Investment Management | $10,679 |
Filed as: QUANVEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Trustee (individual) | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 6.54% | 79.68%-73.1pp | 16.78%-10.2pp | 23.90%-17.4pp |
| Employer contribution / active EE | $1,450 | $21,735-93.3% | $26,328-94.5% | $16,539-91.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |