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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 27 · EIN 13-5674085 | Advisory (Plan) | $231,998 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 11 · EIN 13-1835864 | Actuarial | $60,000 |
PENSION ASSURANCE LLP6 years Filed as: PENSION AND ANNUITY PLAN OF BRICKLA Service code 14 · EIN 51-6135291 | Plan Administrator | $46,960 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $38,125 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 15 · EIN 13-1577780 | Recordkeeping | $13,658 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $9,108 |
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $8,851 |
Filed as: TCW GROUP INC Service code 28 · EIN 95-2749628 | Investment Management | $8,100 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $7,575 |
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 6.64% | 7.29%-0.6pp | 8.09%-1.5pp | 8.23%-1.6pp |
| Employer contribution / active EE | $10,101 | $9,761+3.5% | $28,732-64.8% | $13,859-27.1% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |