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 LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $152,052 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM INC Service code 11 · EIN 26-3842522 | Actuarial | $96,000 |
CONSULTING ACTUARIAL GROUP, INC.8+ years Filed as: C & R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $52,500 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUAN VEST CONSULTANTS INC Service code 28 · EIN 11-2559669 | Investment Management | $30,996 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $27,165 |
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.
Annual investment return 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 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | -13.18% | 16.55%-29.7pp | 15.31%-28.5pp | 24.42%-37.6pp |
| Employer contribution / active EE | $8,244 | $42,466-80.6% | $28,686-71.3% | $41,338-80.1% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |