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 LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $274,628 |
Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $67,515 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $66,634 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $38,866 |
SHARON HUANG6+ years Service code 30 · EIN 13-6594795 | Employee (plan) | $36,596 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $35,782 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $31,906 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $28,330 |
GAMCO ASSET MANAGEMENT6+ years Service code 28 · EIN 13-4044521 | Investment Management | $26,890 |
DOMINICK GIGLIO1 year Service code 30 · EIN 13-6594795 | Employee (plan) | $25,091 |
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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 8.78% | 9.30%-0.5pp | 7.87%+0.9pp | 627.08%-618.3pp |
| Employer contribution / active EE | $12,768 | $21,052-39.4% | $31,768-59.8% | $18,824-32.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |