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 |
|---|---|---|
YWCA RETIREMENT FUND STAFF10+ years Service code 35 · EIN 13-1624231 55 BROADWAY · NEW YORK, NY 10006 | Employee (plan sponsor) | $2,675,045 |
ANGELO GORDON5 years Filed as: ANGELO, GORDON & CO. Service code 52 · EIN 13-3478879 245 PARK AVENUE · NEW YORK, NY 10167 | Indirect Investment Fees | $1,091,780 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 28 · EIN 52-1540171 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $1,030,244 |
55 BROADWAY ASSOCIATES, LLC6 years Service code 32 · EIN 46-5136814 999 WATERSIDE DRIVE · NORFOLK, VA 23510 | Real estate brokerage | $641,364 |
PROCENTIA7 years Service code 16 · EIN 36-4120902 1540 EAST DUNDEE ROAD · PALATINE, IL 60074 | Consulting | $407,862 |
COMPUTER ST. LOUIS5 years Filed as: COMPUTER DESIGN & INTEGRATION LLC Service code 15 · EIN 13-3823827 696 RT 46 WEST · TETERBORO, NJ 07608 | Recordkeeping | $377,815 |
OXFORD FINANCIAL GROUP, LTD7 years Filed as: OXFORD Service code 23 · EIN 22-2797560 4 RESEARCH DRIVE · SHELTON, CT 06484 | Insurance services | $310,841 |
MCDERMOTT WILL & EMERY LLP9 years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 500 NORTH CAPITAL ST NW · WASHINGTON, DC 20001 | Legal | $283,595 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPMORGAN CHASE BANK Service code 19 · EIN 13-4994650 4 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $220,257 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS OF NY Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $219,167 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.61% | 5.34%+3.3pp | 9.14%-0.5pp | 9.30%-0.7pp |
| Employer contribution / active EE | $3,172 | $9,329-66.0% | $40,544-92.2% | $12,557-74.7% |
| Participant deferral / active EE | $534 | $267+100.0% | $42+1184.2% | $2,867-81.4% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |