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 |
|---|---|---|
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $338,110 |
ATALANTA SOSNOFF9 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $272,045 |
Service code 28 · EIN 13-3257590 | Investment Management | $218,289 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $143,767 |
FENIMORE ASSET MANAGEMENT7 years Filed as: FENIMORE ASSET MANAGEMENT INC Service code 28 · EIN 14-1564237 | Investment Management | $104,999 |
LORD ABBETT9 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $90,605 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $86,700 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 | Legal | $85,684 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $69,169 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $62,041 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.78% | 11.08%+2.7pp | 8.09%+5.7pp | 8.76%+5.0pp |
| Employer contribution / active EE | $10,144 | $13,876-26.9% | $28,732-64.7% | $16,627-39.0% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |