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 |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $132,711 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $130,381 |
FIRST ACTUARIAL CONSULTING, INC.7+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $70,200 |
CONSULTING ACTUARIAL GROUP, INC.7+ years Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $62,333 |
QUAN-VEST CONSULTANTS, INC.7+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $52,296 |
O'DWYER & BERNSTEIN, LLP7+ years Service code 29 · EIN 13-5286665 | Legal | $37,835 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $32,253 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $31,262 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 | Investment Management | $24,320 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 28 · EIN 01-0614895 | Investment Management | $18,339 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | 15.26% | 39.77%-24.5pp | -10.68%+25.9pp | 39.77%-24.5pp |
| Employer contribution / active EE | $9,685 | $19,959-51.5% | $48,995-80.2% | $19,959-51.5% |
| Participant deferral / active EE | $0 | $614-100.0% | $360-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |