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 |
|---|---|---|
Service code 12 · EIN 52-1590516 | Claims processing | $234,366 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $59,007 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $28,265 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $20,000 |
KLEIN ZELMAN ROTHERMEL JACOBS & SCH3+ years Service code 29 · EIN 13-2998136 | Legal | $16,452 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,784 | $65,292-85.0% | $71,671-86.3% | $77,958-87.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 68.7%+31.3pp | 71.6%+28.4pp |
| Annual return | 6.86% | 21.25%-14.4pp | 20.65%-13.8pp | 20.87%-14.0pp |
| Employer contribution / active EE | $1,662 | $2,085-20.3% | $2,460-32.4% | $2,310-28.1% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $60 | $84-29.1% | $5,558-98.9% | $97-38.5% |