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 |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $64,211 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $63,220 |
DANIEL H. COOK ASSOCIATES, INC10+ years Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Contract Administrator | $58,953 |
MARBLE INDUSTRY TRUST FUND10+ years Service code 15 · EIN 13-6118206 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Recordkeeping | $47,100 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN Service code 24 · EIN 13-4994650 270 PARK AVENUE FLOOR 22 · NEW YORK, NY 10017 | Discretionary Trustee | $39,388 |
THE SEGAL COMPANY7 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $38,998 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $33,236 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $28,647 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $28,539 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $28,500 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.65% | 11.08%+2.6pp | 8.09%+5.6pp | 8.76%+4.9pp |
| Employer contribution / active EE | $7,896 | $13,876-43.1% | $28,732-72.5% | $16,627-52.5% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |