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 |
|---|---|---|
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $928,615 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $132,510 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 14-4044521 | Investment Management | $88,261 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Service code 11 · EIN 26-3842522 | Actuarial | $64,132 |
Service code 28 · EIN 34-1922005 | Investment Management | $55,073 |
TOCQUEVILLE ASSET MANAGEMENT3+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $50,518 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $48,792 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN VEST CONSULTANTS, INC Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $45,000 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL EDMONDS Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $42,650 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $37,903 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 4 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 9.58% | 23.90%-14.3pp | 7.90%+1.7pp | 23.90%-14.3pp |
| Employer contribution / active EE | $11,337 | $16,539-31.5% | $41,695-72.8% | $16,539-31.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |