See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND4+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $96,562 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $47,084 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $32,320 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $26,686 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $12,860 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1835864 | Consulting | $7,500 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,016-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -2.10% | -0.36%-1.7pp | 651.12%-653.2pp | -0.04%-2.1pp |
| Employer contribution / active EE | $6,670 | $3,856+73.0% | $5,606+19.0% | $2,405+177.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |