See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LISA CERBES5+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $133,527 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 41-1788385 | Securities Custodian | $87,021 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $52,774 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $39,188 |
GUERRIERI, BARTOS & ROMA P.C.3 years Service code 29 · EIN 52-1403822 | Legal | $14,909 |
MR. MICROCHIP5+ years Service code 15 · EIN 59-3084068 | Recordkeeping | $10,439 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer 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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 18.57% | 15.22%+3.4pp | 16.32%+2.3pp | 21.83%-3.3pp |
| Employer contribution / active EE | $2,525 | $15,831-84.0% | $31,806-92.1% | $12,237-79.4% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |