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 |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $156,809 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $75,000 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $66,537 |
NEWTOWER TRUST COMPANY7 years Service code 28 · EIN 23-2981828 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $51,080 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Investment Management | $47,397 |
VIRGINIA & AMBINDER, LLP10+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $43,697 |
CHICAGO EQUITY PARTNERS5 years Filed as: CHICAGO BENEFIT CONSULTANTS INC. Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $38,825 |
SUSANIN WIDMAN & BRENNAN PC10+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $38,073 |
RICHARD J. CUMMINGS CPA10+ years Filed as: RICHARD J. CUMMINGS, CPA Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $30,000 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 MC 3464 · DETROIT, MI 48226 | Securities Custodian | $19,421 |
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.
Annual investment return 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.33% | 11.08%-3.7pp | 8.09%-0.8pp | 8.76%-1.4pp |
| Employer contribution / active EE | $13,453 | $13,876-3.0% | $28,732-53.2% | $16,627-19.1% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |