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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $76,951 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $75,120 |
MARY DELANEY CERETTO5+ years Filed as: MARY CASTROVINCI Service code 30 · EIN 22-6174132 | Employee (plan); Direct payment from ... | $69,785 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $68,053 |
BAHL & GAYNOR4 years Service code 28 · EIN 31-1297139 | Investment Management | $55,853 |
Filed as: KROLL, HEINEMAN, & CARTON Service code 29 · EIN 76-0760981 | Legal | $55,143 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY (EASTERN ST), INC Service code 11 · EIN 13-1835864 | Actuarial | $48,778 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $40,000 |
BARBARA GILL2 years Filed as: BARBARA ALAVENA Service code 30 · EIN 22-6174132 | Employee (plan); Direct payment from ... | $27,658 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $20,950 |
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 3.71% | 9.38%-5.7pp | 8.01%-4.3pp | 9.29%-5.6pp |
| Employer contribution / active EE | $19,551 | $9,605+103.6% | $29,475-33.7% | $15,168+28.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |