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: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $250,250 |
FRANKLIN TEMPLETON8 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 620 EIGHTH AVENUE, 47TH FLOOR · NEW YORK, NY 10018 | Investment Management | $206,250 |
LORD ABBETT9+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 30 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $158,140 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $140,347 |
BLITMAN & KING8 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET, SUITE 300 · SYRACUSE, NY 13204 | Legal | $134,025 |
BLACKROCK4 years Filed as: BLACKROCK C/O THE CHRYS GROUP AT ML Service code 28 · EIN 32-0174431 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Investment Management | $109,507 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 28 · EIN 13-3963293 245 PARK AVENUE, 4TH FLOOR · NEW YORK, NY 10167 | Investment Management | $89,871 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $81,100 |
VINCENT FEDELE9+ years Service code 30 · EIN 13-6123973 160 SOUTH CENTRAL AVENUE · ELMSFORD, NY 10523 | Direct payment from the plan; Employe... | $76,969 |
THE BANK OF NEW YORK MELLON4 years Filed as: M&T BANK INST'L RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE, 3RD FLOOR · BUFFALO, NY 14202 | Securities Custodian | $62,904 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 13.50% | 8.51%+5.0pp | 10.54%+3.0pp | 8.76%+4.7pp |
| Employer contribution / active EE | $9,490 | $16,216-41.5% | $26,782-64.6% | $16,627-42.9% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |