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 GROUP5+ years Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $1,387,062 |
Service code 29 · EIN 16-1284656 12 STEUBEN PARK · UTICA, NY 13501 | Legal | $973,874 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE · SILVER SPRING, MD 20910 | Actuarial | $535,703 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $369,831 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $253,823 |
ANKURA CONSULTING GROUP, LLC2 years Service code 29 · EIN 47-2435218 1220 19TH STREET, NW · WASHINGTON, DC 20036 | Legal | $211,015 |
JEFFREY SLOCUM & ASSOCIATES5+ years Filed as: JEFFREY HELLER Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Direct payment from the plan; Employe... | $204,757 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $185,672 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY COUNSELORS, INC Service code 27 · EIN 22-3709903 700 12TH STREET NW · WASHINGTON, DC 20005 | Advisory (Plan) | $181,617 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 50 · EIN 04-5275549 280 CONGRESS STREET · BOSTON, MA 02210 | Direct Payment | $163,944 |
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 | $0 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 11.45% | 1023.85%-1012.4pp | 16.32%-4.9pp | 1023.85%-1012.4pp |
| Employer contribution / active EE | $16,947 | $11,605+46.0% | $31,806-46.7% | $11,605+46.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $211-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |