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 BANK8+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $164,948 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,369 |
WILMINGTON TRUST8+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 27 · EIN 52-1959471 | Advisory (Plan) | $45,376 |
STROOK, STROOK, AND LAVAN8+ years Service code 29 · EIN 13-5539787 | Legal | $39,773 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $26,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 | Insurance services | $0 |
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 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -16.18% | 2.77%-18.9pp | -11.22%-5.0pp | 2.77%-18.9pp |
| Employer contribution / active EE | $17,722 | $15,262+16.1% | $32,882-46.1% | $15,262+16.1% |
| Participant deferral / active EE | $709 | $691+2.6% | $579+22.4% | $691+2.6% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |