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 |
|---|---|---|
BROOKSFIELD REAL ESTATE2+ years Service code 19 250 VESEY STREET · NEW YORK, NY 10281 | Securities Custodian | $252,820 |
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 14 7180 KOLL CENTER PKWY · PLEASANTON, CA 94566 | Plan Administrator | $186,465 |
INVESCO2+ years Filed as: INVESCO ADVISORS INC. Service code 19 · EIN 58-1707262 | Securities Custodian | $185,089 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $120,665 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 51 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $88,235 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 10880 WILSHIR,E BLVD SUITE 850 · LOS ANGELES, CA 90024 | Advisory (Plan) | $80,000 |
RAEL & LETSON2+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1707048 | Actuarial | $72,470 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $59,469 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 20-8080381 | Investment Management | $44,013 |
WEINBERG, ROGER & ROSENFELD2+ years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $40,142 |
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 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | 8.04% | 9.19%-1.2pp | 4.07%+4.0pp | 9.19%-1.2pp |
| Employer contribution / active EE | $7,379 | $12,608-41.5% | $45,149-83.7% | $12,608-41.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |