Filed March 30, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $74,128 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM INC Service code 11 · EIN 26-3842522 | Actuarial | $54,706 |
CONSULTING ACTUARIAL GROUP, INC.2+ years Filed as: C & R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $53,000 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANTS INC Service code 28 · EIN 11-2559669 | Investment Management | $27,492 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $20,039 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $11,744 |
O'DWYER & BERNSTEIN, LLP2+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 | Legal | $5,566 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $5,355 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return 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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 3.60% | 10.98%-7.4pp | 10.53%-6.9pp | 10.41%-6.8pp |
| Employer contribution / active EE | $6,676 | $15,231-56.2% | $29,360-77.3% | $14,691-54.6% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |