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 | $62,188 |
QUAN-VEST CONSULTANTS, INC.4 years Service code 17 · EIN 11-2559669 | Pension Consulting | $51,181 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 02-0712418 | Investment Management | $48,003 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $45,962 |
O'SULLIVAN ASSOCIATES3 years Service code 11 · EIN 20-8199367 | Actuarial | $43,600 |
COUNSEL ADVISORS, INC.1 year Service code 20 · EIN 93-2423182 | Direct payment from the plan; Trustee... | $38,400 |
TOCQUEVILLE ASSET MANAGEMENT7 years Service code 28 · EIN 13-3547557 | Investment Management | $35,671 |
DEBORAH DANNER5 years Service code 30 · EIN 13-6567546 | Employee (plan) | $35,475 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $30,508 |
SHANAE JOHNSON1 year Service code 30 · EIN 13-6567546 | Employee (plan) | $29,797 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.33% | 8.51%+0.8pp | 10.54%-1.2pp | 8.76%+0.6pp |
| Employer contribution / active EE | $3,857 | $16,216-76.2% | $26,782-85.6% | $16,627-76.8% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |