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 |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $78,000 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $69,535 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $62,932 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $56,558 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $49,800 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $38,254 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $36,506 |
ATLANTIC ASSET MANAGEMENT1+ years Filed as: ATLANTIC ASSET MANAGEMENT LLC Service code 28 · EIN 06-1567877 | Investment Management | $36,222 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $33,849 |
O'DWYER & BERNSTEIN, LLP1+ years Service code 29 · EIN 13-5286665 | Legal | $29,988 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | -0.55% | 5.90%-6.5pp | 3.99%-4.5pp | 7.18%-7.7pp |
| Employer contribution / active EE | $8,164 | $17,826-54.2% | $38,279-78.7% | $13,095-37.7% |
| Participant deferral / active EE | $228 | $92+147.4% | $386-40.9% | $385-40.8% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |