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 LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $117,084 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 02-0712418 | Investment Management | $52,921 |
QUAN-VEST CONSULTANTS, INC.3 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $47,244 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $44,910 |
DEBORAH DANNER4 years Service code 30 · EIN 13-6567546 | Employee (plan) | $40,753 |
O'SULLIVAN ASSOCIATES2 years Service code 11 · EIN 20-8199367 | Actuarial | $37,500 |
Service code 20 · EIN 13-2549504 | Direct payment from the plan; Trustee... | $36,000 |
SHARON HUANG9+ years Service code 30 · EIN 13-6567546 | Employee (plan) | $34,343 |
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 13-5160382 | Securities Custodian | $32,852 |
TOCQUEVILLE ASSET MANAGEMENT6 years Service code 28 · EIN 13-3547557 | Investment Management | $32,383 |
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 7.74% | 724.96%-717.2pp | 78.53%-70.8pp | 37.74%-30.0pp |
| Employer contribution / active EE | $1,713 | $14,638-88.3% | $31,628-94.6% | $15,781-89.1% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |