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 |
|---|---|---|
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $294,172 |
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $292,455 |
CATHY HAYES6 years Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $117,218 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $115,001 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $99,328 |
PAT FLYNN6 years Filed as: PAT COLE Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $64,900 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $43,200 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $41,250 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF NY Service code 49 · EIN 13-4920330 | Other Services | $11,644 |
PANAGORA ASSET MANAGEMENT4 years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $11,576 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.44% | -4.95%-5.5pp | 22.50%-32.9pp | 2.77%-13.2pp |
| Employer contribution / active EE | $57,554 | $15,740+265.7% | $33,849+70.0% | $15,262+277.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |