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.7+ years Filed as: C & R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $50,002 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $32,739 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN VEST CONSULTANTS INC Service code 28 · EIN 11-2559669 | Investment Management | $30,996 |
FIRST ACTUARIAL CONSULTING, INC.7+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM INC Service code 11 · EIN 26-3842522 | Actuarial | $26,000 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $24,024 |
O'DWYER & BERNSTEIN, LLP7+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 | Legal | $13,915 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,081-100.0% | $53,690-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | 17.95% | 0.10%+17.8pp | -4.80%+22.7pp | -14.65%+32.6pp |
| Employer contribution / active EE | $7,289 | $45,650-84.0% | $30,897-76.4% | $46,320-84.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,631-100.0% |