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 |
|---|---|---|
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $10,360,000 |
SCHULTE ROTH & ZABEL LLP8+ years Service code 29 · EIN 13-2633996 | Legal | $2,972,940 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $687,492 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $666,014 |
Service code 49 · EIN 13-3432221 | Other Services | $568,842 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $463,564 |
AMALGAMATED BANK8+ years Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $456,130 |
HAMILTON LANE ADVISORS, LLC8+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $446,962 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $437,500 |
Filed as: SKYHARBOR CAPITAL MANAGEMENT, LLC Service code 51 · EIN 45-3058471 | Investment Mgmt Fees | $419,454 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -13.37% | -15.08%+1.7pp | -3.21%-10.2pp | 7.68%-21.0pp |
| Employer contribution / active EE | $3,927 | $5,566-29.5% | $46,019-91.5% | $9,142-57.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |