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 9-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, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $236,058 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $64,519 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,250 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $33,028 |
LERNER LAW FIRM AND ASSOCIATES4+ years Service code 29 · EIN 27-3629002 | Legal | $28,000 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 7.39% | 15.46%-8.1pp | 18.06%-10.7pp | 16.32%-8.9pp |
| Employer contribution / active EE | $9,753 | $10,289-5.2% | $30,411-67.9% | $17,007-42.7% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |