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 |
|---|---|---|
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $3,578,325 |
Service code 29 · EIN 16-1284656 12 STEUBEN PARK · UTICA, NY 13501 | Legal | $981,258 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE · SILVER SPRING, MD 20910 | Actuarial | $932,941 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $592,216 |
ALIX PARTNERS2+ years Service code 16 · EIN 38-1637158 PO BOX 5838 · CAROL STREAM, IL 60197 | Consulting | $474,160 |
NAVIGANT1 year Service code 16 685 THIRD AVENUE, 14TH FLOOR · NEW YORK, NY 10017 | Consulting | $372,742 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $306,250 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $259,614 |
SPIVAK LIPTON LLP1 year Service code 29 1700 BROADWAY, FLOOR 21 · NEW YORK, NY 10019 | Legal | $253,656 |
IMMEDIATE MAILING SERVICE2+ years Service code 36 · EIN 16-1313143 245 COMMERCE BLVD · LIVERPOOL, NY 13088 | Copying and duplicating; Direct payme... | $232,170 |
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 | $40,289-100.0% | $442,730-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 12.5%-12.5pp | 4.2%-4.2pp |
| Annual return | 6.68% | 10.64%-4.0pp | 4.72%+2.0pp | 10.64%-4.0pp |
| Employer contribution / active EE | $13,495 | $11,561+16.7% | $30,821-56.2% | $11,561+16.7% |
| Participant deferral / active EE | $0 | $347-100.0% | $113-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $2,146-100.0% | $312-100.0% |