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 LLP2+ years Filed as: SCHULTE, ROTH & ZABLE, LLP Service code 29 · EIN 13-2633996 | Legal | $389,712 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $217,825 |
CONSULTING ACTUARIAL GROUP, INC.2+ 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 | $123,759 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN Service code 29 · EIN 11-2340639 | Legal | $99,618 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $69,923 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Service code 11 · EIN 26-3842522 | Actuarial | $52,731 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $44,442 |
SSP A DIVISION OF CALIBRE CPA GROUP1 year Service code 10 · EIN 47-0900880 | Accounting | $29,635 |
KAUFF MCGUIRE & MARGOLIS LLP2+ years Filed as: KAUFF MCGUIRE MARGOLIS, LLP Service code 29 · EIN 13-3573855 | Legal | $29,254 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 5.31% | 11.30%-6.0pp | 9.60%-4.3pp | 23.90%-18.6pp |
| Employer contribution / active EE | $11,975 | $21,004-43.0% | $45,595-73.7% | $16,539-27.6% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |