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 |
|---|---|---|
BUILDING SERVICE 32BJ HEALTH FUND10+ years Service code 14 · EIN 13-2928869 | Plan Administrator | $1,086,305 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT(US) INC Service code 28 · EIN 41-1460668 | Investment Management | $357,153 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $298,872 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLBL INVESTORS INC Service code 28 · EIN 98-0202744 | Investment Management | $282,401 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 27 · EIN 82-2405817 | Advisory (Plan) | $225,113 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 | Legal | $209,786 |
LORD ABBETT3 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $182,232 |
THE SEGAL COMPANY8 years Service code 11 · EIN 13-1835864 | Actuarial | $168,079 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INS SERVICES, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $141,389 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $118,318 |
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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 11.04% | 9.57%+1.5pp | 37.43%-26.4pp | 9.57%+1.5pp |
| Employer contribution / active EE | $5,525 | $9,429-41.4% | $38,058-85.5% | $9,429-41.4% |
| Participant deferral / active EE | $0 | $408-100.0% | $121-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |