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 |
|---|---|---|
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $178,099 |
Filed as: COLUMBIA INVESTMENT MANAGEMENT Service code 28 | Investment Management | $173,952 |
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $113,268 |
NATIONAL EMPLOYEE BENEFIT ADMIN10+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $79,500 |
SUGARMAN & SUSSKIND PA1 year Filed as: SUGARMAN, SUSSKIND, BRASWELL, & HER Service code 29 · EIN 59-2539792 | Legal | $42,000 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $37,250 |
SOUTHERN ACTUARIAL SERVICES10+ years Filed as: SOUTHERN ACTUARIAL SERVICES COMPANY Service code 11 · EIN 58-2409046 | Actuarial | $26,500 |
Service code 27 · EIN 11-2503982 | Advisory (Plan) | $20,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $18,501 |
DSF ADVISORS LLC7 years Service code 28 | Investment Management | $9,333 |
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.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 19.05% | 11.08%+8.0pp | 8.09%+11.0pp | 8.76%+10.3pp |
| Employer contribution / active EE | $13,362 | $13,876-3.7% | $28,732-53.5% | $16,627-19.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |