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 |
|---|---|---|
FEDERATION PENSION BUREAU3+ years Service code 11 · EIN 13-1787163 2870 HEMPSTEAD TKP SUITE 102 · LEVITTOWN, NY 11756 | Actuarial | $13,200 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $11,938 |
ARMAO LLP3+ years Service code 10 · EIN 46-2754053 100 QUENTIN ROOSEVELT BLVD. · GARDEN CITY, NY 11530 | Accounting | $6,500 |
ROCCO J. RICCIARDI, CPA3+ years Service code 10 · EIN 13-2906754 100 QUENTIN ROOSEVELT BLVD. · GARDEN CITY, NY 11530 | Accounting | $6,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $44,091-100.0% | $186,737-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 31.3%-31.3pp | 4.5%-4.5pp |
| Annual return | 7.52% | 13.95%-6.4pp | 7.90%-0.4pp | 13.95%-6.4pp |
| Employer contribution / active EE | $983 | $16,598-94.1% | $41,695-97.6% | $16,598-94.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $47-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $811-100.0% | $612-100.0% |