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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT MGMT Service code 19 · EIN 13-3200244 | Securities Custodian | $260,138 |
Filed as: BUILDING SER 32BJ HEALTH FUND Service code 13 · EIN 13-2928869 | Contract Administrator | $187,371 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,395 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $66,109 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 26-0516431 | Advisory (Plan) | $61,373 |
RAAB, STURM & GANCHROW, LLP5+ years Service code 29 · EIN 13-1566077 | Legal | $40,000 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $26,000 |
Filed as: BNY MELLON Service code 29 · EIN 13-5160382 | Legal | $15,000 |
Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $10,544 |
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.
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 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 17.14% | 21.83%-4.7pp | 50.81%-33.7pp | 21.83%-4.7pp |
| Employer contribution / active EE | $2,410 | $12,237-80.3% | $42,739-94.4% | $12,237-80.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |