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 |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $274,781 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $140,321 |
CATHY HAYES3 years Service code 30 · EIN 53-0215427 | Recordkeeping fees; Employee (plan) | $106,946 |
PAT FLYNN3 years Filed as: PAT COLE Service code 30 · EIN 53-0215427 | Recordkeeping fees; Employee (plan) | $63,152 |
Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $48,801 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $48,365 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $43,428 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $38,000 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF NY Service code 49 · EIN 13-4920330 | Other Services | $10,560 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 33 · EIN 13-4110995 | Securities brokerage; Soft dollars co... | $7,492 |
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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 11.08% | 15.47%-4.4pp | 12.93%-1.9pp | 53.27%-42.2pp |
| Employer contribution / active EE | $38,369 | $15,545+146.8% | $35,210+9.0% | $14,774+159.7% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |