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 |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: THE BOSTON CO. ASSET MANAGEMENT,LLC Service code 28 · EIN 04-3404987 | Investment Management | $217,174 |
GEORGE JOHNSON & COMPANY1+ years Filed as: GEORGE L. BUENO Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $158,815 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $134,889 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $102,000 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $99,191 |
BERNADETTE SMITH1+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $93,542 |
EILEEN DUPONT1+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $90,579 |
LESLIE GLOBAL WEALTH LLC1+ years Filed as: LESLIE H. WELSH Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $78,110 |
STEINBERG, STECKLER & PICCIURRO, PC1+ years Service code 10 · EIN 13-2665700 | Accounting | $61,629 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $49,022 |
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.
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | 0.17% | 1.67%-1.5pp | -1.08%+1.3pp | 1.67%-1.5pp |
| Employer contribution / active EE | $2,837 | $10,506-73.0% | $35,779-92.1% | $10,506-73.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |