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 |
|---|---|---|
HS&BA1 year Service code 14 · EIN 94-3089465 | Plan Administrator | $150,000 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $97,267 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER AND ASSOCIATES Service code 17 · EIN 94-2854958 | Pension Consulting | $81,546 |
PANAGORA ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3063840 | Investment Management | $56,410 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $53,229 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $49,614 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $44,841 |
Filed as: CARROLL & SCULLY Service code 29 · EIN 94-2690827 | Legal | $30,041 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Filed as: ASSOCIATED THIRD PARTY ADMINISTRATO Service code 13 · EIN 94-3187938 | Contract Administrator | $16,250 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 14.67% | 23.90%-9.2pp | 7.90%+6.8pp | 23.90%-9.2pp |
| Employer contribution / active EE | $9,432 | $16,539-43.0% | $41,695-77.4% | $16,539-43.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |