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 FUND2+ years Service code 15 · EIN 13-5615576 | Recordkeeping | $203,248 |
NEWTOWER TRUST COMPANY2+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $102,391 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY - GRAYSTONE Service code 28 · EIN 36-3145972 | Investment Management | $74,868 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $64,539 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 42-1565552 | Actuarial | $57,538 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $56,390 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $47,927 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $47,619 |
CAMBIAR INVESTORS LLC2+ years Service code 28 · EIN 84-1596610 | Investment Management | $46,274 |
Filed as: SOUTHERN SUN ASSET MANAGMENT LLC Service code 28 · EIN 27-2990431 | Investment Management | $43,311 |
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 9.55% | 10.88%-1.3pp | 9.39%+0.2pp | 13.95%-4.4pp |
| Employer contribution / active EE | $37,890 | $18,458+105.3% | $33,466+13.2% | $16,598+128.3% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |