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 |
|---|---|---|
BUFFALO LABORERS WELFARE FUND5+ years Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $266,245 |
Filed as: GORLICK, KRAVITZ & LISTHAUS ATTY Service code 29 · EIN 13-3790829 29 BROADWAY · NEW YORK, NY 10006 | Legal | $181,736 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $89,548 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $71,619 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $71,619 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $68,000 |
Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $60,512 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $55,343 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $41,981 |
LUMSDEN & MCCORMICK LLP4 years Service code 10 · EIN 16-0765486 THE CYCLORAMA BUILDING · BUFFALO, NY 14202 | Accounting | $39,000 |
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.
Annual investment return 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -0.08% | 6.41%-6.5pp | 8.01%-8.1pp | 11.45%-11.5pp |
| Employer contribution / active EE | $11,753 | $11,592+1.4% | $29,475-60.1% | $17,219-31.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |