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 |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $156,662 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $147,796 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $85,317 |
EDWIN A STEINBERG1 year Filed as: LAW OFFICE OF ED STEINBERG Service code 29 · EIN 13-3052418 | Legal | $84,094 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE BROKERAGE Service code 53 · EIN 46-0619194 | Insurance Commissions | $72,315 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $48,194 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $31,532 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 18 · EIN 13-4920330 | Custodial (other than securities) | $12,668 |
JOHN LINDNER9 years Service code 30 · EIN 13-6161999 | Employee (plan) | $9,180 |
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 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 3.52% | 10.38%-6.9pp | 6.74%-3.2pp | 8.23%-4.7pp |
| Employer contribution / active EE | $30,965 | $22,557+37.3% | $43,780-29.3% | $13,859+123.4% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |