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 |
|---|---|---|
NYHART5 years Service code 11 · EIN 35-0966414 | Actuarial | $89,696 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $31,910 |
Filed as: D E SHAW & CO Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $31,618 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $15,825 |
Filed as: GRANTHAM MAYO VAN OTERLOO & CO. LLC Service code 28 40 ROWES WHARF · BOSTON, MA 021103340 | Investment Management | $14,214 |
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 2 GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $10,731 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 4.63% | 9.30%-4.7pp | 7.87%-3.2pp | 627.08%-622.5pp |
| Employer contribution / active EE | $4,545 | $21,052-78.4% | $31,768-85.7% | $18,824-75.9% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |