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 |
|---|---|---|
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE, ROTH & ZABLE, LLP Service code 29 · EIN 13-2633996 | Legal | $1,094,527 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: C AND R CONSULTING, INC. Service code 13 · EIN 13-3935364 | Contract Administrator | $182,700 |
Filed as: THE PRUDENTIAL INS CO Service code 28 · EIN 22-1211670 | Investment Management | $97,359 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $74,458 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $67,196 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Service code 11 · EIN 26-3842522 | Actuarial | $54,339 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $43,043 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN ARBITRATION ASSOCIATION Service code 49 · EIN 13-0429745 | Other Services | $38,786 |
STEINBERG, STECKLER & PICCIURRO, PC1+ years Service code 10 · EIN 13-2665700 | Accounting | $28,071 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $23,444 |
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 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 | 4.59% | 5.90%-1.3pp | 3.99%+0.6pp | 7.18%-2.6pp |
| Employer contribution / active EE | $6,371 | $17,826-64.3% | $38,279-83.4% | $13,095-51.3% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |