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 |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $232,508 |
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $129,337 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,270 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 19 · EIN 52-1200960 | Securities Custodian | $59,762 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $26,875 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 | Securities Custodian | $11,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,975 | $94,876-55.8% | $82,389-49.1% | $102,872-59.2% |
| Participation rate | 100.0% | 70.6%+29.4pp | 69.5%+30.5pp | 73.0%+27.0pp |
| Annual return | 7.45% | 17.83%-10.4pp | 28.67%-21.2pp | 19.06%-11.6pp |
| Employer contribution / active EE | $4,934 | $3,789+30.2% | $2,517+96.0% | $3,526+39.9% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $376 | $214+75.9% | $7,231-94.8% | $292+28.8% |