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 |
|---|---|---|
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $188,298 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $175,561 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $160,233 |
BLACKROCK2+ years Service code 28 · EIN 32-0174431 C/O THE CHRYS GROUP AT MERRILL · LATHAM, NY 12110 | Investment Management | $158,091 |
TRIVELLA & FORTE LLP2+ years Service code 29 · EIN 13-4070172 1311 MAMARONECK AVENUE · WHITE PLAINS, NY 10605 | Legal | $118,770 |
COHEN & STEERS2+ years Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $99,374 |
VINCENT FEDELE1+ years Service code 30 · EIN 20-5133420 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Employee (plan); Direct payment from ... | $93,911 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $76,089 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $54,743 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 177 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $53,435 |
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% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.36% | 5.13%+2.2pp | 4.74%+2.6pp | 7.18%+0.2pp |
| Employer contribution / active EE | $9,196 | $14,689-37.4% | $36,089-74.5% | $13,095-29.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |