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 |
|---|---|---|
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $606,823 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $396,304 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $300,207 |
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $210,496 |
THE SEGAL COMPANY2+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $103,846 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $87,193 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $73,288 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 52-0120528 | Legal | $72,810 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $49,829 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 9.23% | 3.63%+5.6pp | 4.16%+5.1pp | 9.19%0pp |
| Employer contribution / active EE | $4,616 | $11,363-59.4% | $29,966-84.6% | $12,608-63.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |