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 PARTNERS2+ years Filed as: THE BOSTON CO. ASSET MANAGEMENT,LLC Service code 28 · EIN 04-3404987 | Investment Management | $197,204 |
GEORGE JOHNSON & COMPANY2+ years Filed as: GEORGE L. BUENO Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $154,967 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $118,791 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $94,028 |
LINA THEN1 year Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $78,072 |
EILEEN DUPONT2+ years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $71,911 |
BERNADETTE SMITH2+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $67,587 |
SCHWARZWALD & MCNAIR2+ years Filed as: SCHWARZWALD MCNAIR AND FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $40,350 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $39,744 |
STEINBERG, STECKLER & PICCIURRO, PC2+ years Service code 10 · EIN 13-2665700 | Accounting | $37,951 |
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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 5.91% | 5.69%+0.2pp | 3.97%+1.9pp | 9.19%-3.3pp |
| Employer contribution / active EE | $2,605 | $14,808-82.4% | $28,168-90.8% | $12,608-79.3% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |