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 BANK2+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $108,083 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $52,315 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $42,905 |
STROOK, STROOK, AND LAVAN2+ years Service code 29 · EIN 13-5539787 | Legal | $27,798 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $26,850 |
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 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 8.47% | 7.18%+1.3pp | 1.69%+6.8pp | 7.18%+1.3pp |
| Employer contribution / active EE | $13,724 | $13,095+4.8% | $24,295-43.5% | $13,095+4.8% |
| Participant deferral / active EE | $603 | $385+56.9% | $1,031-41.5% | $385+56.9% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |