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 |
|---|---|---|
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $278,554 |
FRIEDMAN & ANSPACH2+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $84,014 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO.,LLP Service code 10 · EIN 13-1578842 | Accounting | $60,558 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $32,991 |
Service code 19 · EIN 04-2895544 | Securities Custodian | $23,301 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $19,859 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 27 · EIN 13-2544634 | Advisory (Plan) | $17,381 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $11,512 |
Filed as: NY LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 13-5582869 | Investment Management | $8,526 |
AMALGAMATED BANK1 year Service code 10 · EIN 13-4920330 | Accounting | $5,527 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 5.75% | 16.52%-10.8pp | 14.20%-8.5pp | 17.84%-12.1pp |
| Employer contribution / active EE | $1,740 | $13,798-87.4% | $27,968-93.8% | $14,688-88.2% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |