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: MARSHALL & MOSS LLP Service code 10 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $265,204 |
AMALGAMATED BANK8+ years Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $198,719 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,854 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $75,212 |
Service code 28 · EIN 86-1751460 | Investment Management | $70,652 |
Filed as: FUSCO-GALLAGHER PORCARO MUNROE LLP Service code 29 · EIN 20-0467468 | Legal | $63,461 |
BERNADETTE SMITH8+ years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $62,935 |
LINA THEN7 years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $49,596 |
EILEEN DUPONT8+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $36,551 |
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% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -11.29% | 23.41%-34.7pp | 0.46%-11.7pp | 23.41%-34.7pp |
| Employer contribution / active EE | $4,464 | $12,650-64.7% | $35,480-87.4% | $12,650-64.7% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |