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 |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.3+ years Filed as: C & R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $53,000 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $49,020 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN VEST CONSULTANTS INC Service code 28 · EIN 11-2559669 | Investment Management | $30,704 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM INC Service code 11 · EIN 26-3842522 | Actuarial | $26,831 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $21,265 |
O'DWYER & BERNSTEIN, LLP3+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 | Legal | $8,108 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $6,545 |
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.
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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 5.18% | 3.99%+1.2pp | 4.36%+0.8pp | 10.56%-5.4pp |
| Employer contribution / active EE | $6,934 | $11,621-40.3% | $27,383-74.7% | $13,643-49.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |