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 |
|---|---|---|
NYCDCC WELFARE FUND1+ years Service code 15 · EIN 13-5615576 | Recordkeeping | $188,965 |
NEWTOWER TRUST COMPANY1+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $121,288 |
Filed as: TCW ASSET MANAGEMENT Service code 28 · EIN 95-2642764 | Investment Management | $85,546 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY - GRAYSTONE Service code 28 · EIN 26-4310632 | Investment Management | $68,750 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 | Actuarial | $57,101 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-1596610 | Investment Management | $55,803 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT INC Service code 28 · EIN 52-1296988 | Investment Management | $46,684 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $30,672 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 28 · EIN 62-1378280 | Investment Management | $30,186 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-4800466 | Investment Management | $28,415 |
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 0.15% | 4.08%-3.9pp | 3.97%-3.8pp | 11.88%-11.7pp |
| Employer contribution / active EE | $38,519 | $19,692+95.6% | $28,168+36.7% | $14,612+163.6% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |