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 |
|---|---|---|
Service code 28 · EIN 20-8250456 | Investment Management | $288,894 |
INTERNATIONAL BROTHERHOOD OF TEAMST10+ years Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $211,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $161,536 |
CATHY HAYES8 years Service code 30 · EIN 53-0215427 | Recordkeeping fees; Employee (plan) | $134,576 |
BLACKSTONE2 years Service code 28 · EIN 13-3637000 | Investment Management | $120,570 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $100,838 |
ALEJANDRO MATTIUZZO1 year Service code 30 | Recordkeeping fees; Employee (plan) | $45,521 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $44,600 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $36,000 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENTS GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $16,667 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.82% | 8.51%+3.3pp | 10.54%+1.3pp | 8.76%+3.1pp |
| Employer contribution / active EE | $50,633 | $16,216+212.2% | $26,782+89.1% | $16,627+204.5% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |