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 |
|---|---|---|
FRIEDMAN & ANSPACH4+ years Service code 29 · EIN 13-3403675 | Legal | $288,314 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $134,746 |
SANDRA MCKEE1 year Filed as: SANDRA L. NICOSIA Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $87,449 |
NELLI BRAGINSKAYA4+ years Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $74,705 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080391 | Investment Management | $54,307 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
NANESS, CHAIET, NANESS, LLC2 years Service code 29 · EIN 11-3382260 | Legal | $45,527 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $41,180 |
US BANK1 year Filed as: US BANK, NA Service code 15 · EIN 31-0841368 | Recordkeeping | $35,037 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $28,876 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | -0.59% | 21.31%-21.9pp | -100.31%+99.7pp | 53.27%-53.9pp |
| Employer contribution / active EE | $7,526 | $7,169+5.0% | $18,686-59.7% | $14,774-49.1% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |