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 |
|---|---|---|
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $218,612 |
PATRICIA DEPASCALE10+ years Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $126,609 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $69,033 |
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 | Legal | $60,928 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $54,643 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $37,670 |
JANEMARIE SCARZAFAVA3 years Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $32,242 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $25,493 |
Service code 50 · EIN 52-1796473 | Direct Payment | $10,592 |
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 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | 5.56% | 13.74%-8.2pp | 16.77%-11.2pp | 13.91%-8.3pp |
| Employer contribution / active EE | $56,838 | $31,395+81.0% | $28,306+100.8% | $35,282+61.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $40-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |