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 |
|---|---|---|
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $100,037 |
CHEIRON6+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $78,942 |
CARDAY ASSOCIATES3 years Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $67,224 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $54,631 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $39,231 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV, LLC Service code 28 · EIN 13-3257590 | Investment Management | $28,626 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,250 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $20,289 |
NEW & KARFUNKEL, P.C.1 year Service code 20 · EIN 22-2553368 | Trustee (individual); Direct payment ... | $11,863 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,000 |
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.
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 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 9.82% | 9.42%+0.4pp | 10.03%-0.2pp | 9.29%+0.5pp |
| Employer contribution / active EE | $10,264 | $18,905-45.7% | $38,789-73.5% | $15,168-32.3% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |