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 |
|---|---|---|
Filed as: JPMORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $305,037 |
Service code 13 · EIN 13-2928869 | Contract Administrator | $201,635 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $97,236 |
Filed as: GALLAGHER FIDUCIARY ADVISORS. LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $74,044 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $59,583 |
RAAB, STURM & GANCHROW, LLP7+ years Filed as: RAAB, STURM & GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $36,731 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $34,747 |
WITHUMSMITH+BROWN, PC5 years Service code 10 · EIN 22-2027092 | Accounting | $30,060 |
Filed as: PEG GLOBAL PRIVATE EQUITY Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $28,829 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 29 · EIN 13-5160382 | Legal | $13,809 |
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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -13.29% | 23.41%-36.7pp | -10.12%-3.2pp | 23.41%-36.7pp |
| Employer contribution / active EE | $2,536 | $12,650-80.0% | $47,166-94.6% | $12,650-80.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |