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 BANK7+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $166,497 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $65,967 |
WILMINGTON TRUST7+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $50,184 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $26,000 |
STROOK, STROOK, AND LAVAN7+ years Service code 29 · EIN 13-5539787 | Legal | $9,232 |
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 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 16.57% | 13.24%+3.3pp | 10.56%+6.0pp | 13.24%+3.3pp |
| Employer contribution / active EE | $18,844 | $14,616+28.9% | $28,542-34.0% | $14,616+28.9% |
| Participant deferral / active EE | $752 | $830-9.4% | $484+55.3% | $830-9.4% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |