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 |
|---|---|---|
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $278,798 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $116,969 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $87,550 |
CONSULTING ACTUARIAL GROUP, INC.8+ years Filed as: C & R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $68,000 |
QUAN-VEST CONSULTANTS, INC.8+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $59,796 |
O'DWYER & BERNSTEIN, LLP8+ years Service code 29 · EIN 13-5286665 | Legal | $50,140 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $35,271 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $34,710 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 | Investment Management | $19,824 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 1200 6TH AVE 700 · SEATTLE, WA 98101 | Investment Management | $6,000 |
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.
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 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 | $331,632-100.0% | $331,632-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 48.3%-48.3pp | 55.8%-55.8pp |
| Annual return | 2.55% | 10.22%-7.7pp | 10.59%-8.0pp | 24.42%-21.9pp |
| Employer contribution / active EE | $0 | $49,235-100.0% | $43,976-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |