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 |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $92,812 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 14-1835864 | Actuarial | $80,129 |
WARD FISHER & COMPANY5+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $68,250 |
AFL-CIO HOUSING INVESTMENT TRUST5+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $65,577 |
L.PORRECA5+ years Service code 35 · EIN 05-6049538 | Employee (plan sponsor); Direct payme... | $54,557 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 10 TECHNOLOGY DRIVE, P.O. BOX 5817 · WALLINGFORD, CT 06492 | Plan Administrator | $48,500 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $43,401 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $40,000 |
RODIO & URSILLO5+ years Filed as: RODIO AND URSILLO, LTD Service code 29 · EIN 05-0398359 | Legal | $34,672 |
SMITH GRAHAM3 years Filed as: SMITH GRAHAM & CO. INV ADVISORS Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $31,473 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.84% | 6.41%-5.6pp | 8.01%-7.2pp | 11.45%-10.6pp |
| Employer contribution / active EE | $8,278 | $11,592-28.6% | $29,475-71.9% | $17,219-51.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |