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 |
|---|---|---|
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $104,587 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $55,980 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $41,274 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $26,100 |
STROOK, STROOK, AND LAVAN1+ years Service code 29 · EIN 13-5539787 | Legal | $18,552 |
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.
Participant 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 | $82,591-100.0% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | 0.70% | -0.60%+1.3pp | -0.37%+1.1pp | -0.60%+1.3pp |
| Employer contribution / active EE | $14,312 | $12,272+16.6% | $27,460-47.9% | $12,272+16.6% |
| Participant deferral / active EE | $606 | $416+45.9% | $1,021-40.6% | $416+45.9% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |