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 STAFF2+ years Service code 35 · EIN 13-1624231 52 VANDERBILT AVE · NEW YORK, NY 10017 | Employee (plan sponsor) | $2,410,304 |
PROCENTIA1 year Filed as: PROCENTIA, INC. Service code 16 · EIN 36-4120902 1540 EAST DUNDEE RD · PALATINE, IL 60074 | Consulting | $1,461,559 |
BRAUSE REALTY2+ years Filed as: BRAUSE REALTY, INC Service code 32 · EIN 13-1985283 52 VANDERBILT AVE · NEW YORK, NY 10017 | Real estate brokerage | $480,130 |
MERCER1 year Filed as: MERCER HUMAN RESOURCE Service code 11 · EIN 13-2834414 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $360,309 |
OXFORD HEALTH PLANS1 year Service code 23 · EIN 22-2797560 4 RESEARCH DR · SHELTON, CT 06484 | Insurance services | $294,418 |
BENNETT BUTLER LLC2+ years Service code 16 · EIN 27-1695791 240 EAST 82ND ST · NEW YORK, NY 10028 | Consulting | $277,044 |
Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 500 NORTH CAPITAL ST NW · WASHINGTON, DC 20001 | Legal | $248,332 |
CREATIVE ASSOCIATES2+ years Service code 16 · EIN 22-2465113 44 PARK AVE · MADISON, NJ 07940 | Consulting | $195,076 |
ROCKEFELLER2+ years Filed as: ROCKEFELLER & CO. Service code 28 · EIN 30-3006584 10 ROCKEFELLER PLAZA · NEW YORK, NY 72038 | Investment Management | $181,534 |
Filed as: WILLIS OF NEW YORK, INC Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $162,378 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 4.82% | 6.13%-1.3pp | 4.74%+0.1pp | 9.19%-4.4pp |
| Employer contribution / active EE | $2,068 | $10,206-79.7% | $36,089-94.3% | $12,608-83.6% |
| Participant deferral / active EE | $277 | $205+35.3% | $59+372.6% | $1,615-82.8% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |