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 |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $116,853 |
COHEN & STEERS10+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $51,392 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $46,000 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 16 · EIN 82-4722389 | Consulting | $30,449 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,618 |
TPA CORPORATION3 years Service code 15 · EIN 13-3329882 | Recordkeeping | $21,000 |
AMALGAMATED BANK10+ years Service code 49 · EIN 13-4920330 | Other Services | $7,514 |
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.
Employer contribution per participant 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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 9.97% | 8.76%+1.2pp | 7.18%+2.8pp | 8.76%+1.2pp |
| Employer contribution / active EE | $1,971 | $16,627-88.1% | $35,855-94.5% | $16,627-88.1% |
| Participant deferral / active EE | $0 | $888-100.0% | $162-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |