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 9-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: FIRST ACTUARIAL Service code 11 · EIN 26-3842522 | Actuarial | $53,630 |
I.E. SHAFFER & CO.8 years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $51,213 |
SLEVIN & HART, P.C.9+ years Service code 29 · EIN 52-1708613 | Legal | $39,872 |
COHEN & STEERS3 years Filed as: COHEN, WEISS AND SIMON LLP Service code 20 · EIN 13-1592323 | Direct payment from the plan; Trustee... | $29,910 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $23,218 |
L.M. HENDERSON & COMPANY, LLP9+ years Service code 10 · EIN 20-5520612 | Accounting | $22,055 |
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.
Employer contribution per participant 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 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 4.69% | 3.92%+0.8pp | 6.78%-2.1pp | 13.05%-8.4pp |
| Employer contribution / active EE | $576 | $35,642-98.4% | $25,154-97.7% | $37,639-98.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |