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 |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $229,498 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $91,694 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $49,700 |
LORD ABBETT3 years Filed as: LORD ABBETT & CO., LLC Service code 28 · EIN 13-5620131 | Investment Management | $45,771 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 | Other Services | $41,554 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $35,565 |
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $22,822 |
Service code 36 505 WASHINGTON AVEUE · CARLSTADT, NJ 07072 | Direct payment from the plan; Copying... | $18,375 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $13,411 |
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 7.05% | 11.85%-4.8pp | 9.65%-2.6pp | 9.82%-2.8pp |
| Employer contribution / active EE | $19,670 | $8,767+124.4% | $26,259-25.1% | $13,587+44.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |