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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $191,404 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 06-0839113 | Actuarial | $114,660 |
SAGE ADVISORY SERVICES1 year Service code 51 · EIN 74-2797741 | Investment Mgmt Fees | $85,806 |
CLEARY, JOSEM & TRIGIANI LLP3 years Service code 29 · EIN 23-2657967 | Legal | $51,900 |
THE SEGAL COMPANY2 years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1835864 | Accounting | $30,605 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $15,289 |
Filed as: GRAYSTONE CONSULTING Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $14,361 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,807-100.0% | $65,170-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.4%-44.4pp |
| Annual return | 3339.27% | 10.17%+3329.1pp | 7.07%+3332.2pp | -14.65%+3353.9pp |
| Employer contribution / active EE | $14,507 | $38,496-62.3% | $34,847-58.4% | $46,320-68.7% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,631-100.0% |