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 |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $252,805 |
Filed as: MARSHALL & MOSS LLP Service code 10 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $238,733 |
AMALGAMATED BANK10+ years Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $108,385 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
JASMIN A ESTEVEZ2 years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $81,376 |
Filed as: FUSCO-GALLAGHER PORCARO MUNROE LLP Service code 29 · EIN 20-0467468 | Legal | $63,761 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $60,653 |
BERNADETTE SMITH10+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $52,386 |
Service code 28 · EIN 86-1751460 | Investment Management | $50,574 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $32,000 |
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 9.15% | 9.30%-0.1pp | 8.34%+0.8pp | 9.30%-0.1pp |
| Employer contribution / active EE | $4,757 | $12,557-62.1% | $30,799-84.6% | $12,557-62.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |