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 |
|---|---|---|
E.I.S.B., INC.6+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $515,198 |
IFM INVESTORS PTY LTD6+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $411,447 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Service code 28 · EIN 01-0614895 | Investment Management | $390,404 |
Service code 28 · EIN 26-2237421 | Investment Management | $322,509 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $295,415 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $231,488 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $105,000 |
AUDAX1 year Filed as: AUDAX MANAGEMENT COMPANY(NY)LLC Service code 28 · EIN 04-3525044 | Investment Management | $96,895 |
FOSTER & FOSTER1 year Service code 11 · EIN 59-1921114 | Actuarial | $50,775 |
DAVID CRUTCHER6+ years Service code 29 · EIN 20-3194050 | Legal | $27,020 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 10.57% | 6.82%+3.7pp | 8.01%+2.6pp | 12.86%-2.3pp |
| Employer contribution / active EE | $13,172 | $12,695+3.8% | $29,475-55.3% | $13,687-3.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |