See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DSF ADVISORS LLC2 years Filed as: DSF ADVISORS, LLC Service code 28 · EIN 51-0403581 | Investment Management | $66,250 |
KATHY JAMES3+ years Filed as: KATHY SMITH SANBORN Service code 30 · EIN 02-6026500 | Direct payment from the plan; Employe... | $58,299 |
JAMES A. REICHERT1 year Filed as: JAMES LUKEMAN Service code 30 · EIN 02-6026500 | Direct payment from the plan; Employe... | $54,626 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $24,800 |
PENSION FUND EVALUATIONS, INC.3+ years Service code 27 · EIN 11-2503982 | Advisory (Plan) | $22,500 |
ATALANTA SOSNOFF1 year Service code 28 · EIN 20-0461050 | Investment Management | $19,905 |
BUCKLEY, FRAME, BOUDREAU & CO., P.C1 year Filed as: BUCKLEY, FRAME & BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $16,074 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS, & LANDRY LLC Service code 29 · EIN 04-3363718 | Legal | $10,000 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $5,592 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 10.70% | 1.05%+9.7pp | -752.26%+763.0pp | -0.69%+11.4pp |
| Employer contribution / active EE | $10,044 | $11,363-11.6% | $31,802-68.4% | $16,786-40.2% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |