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 Service code 28 · EIN 13-4920330 | Investment Management | $109,713 |
Filed as: CRAWFORD INVESTMENT COUNSEL,INC Service code 28 600 GALLERIA PARKWAY, SUITE 1650 · ATLANTA, GA 30339 | Investment Management | $75,484 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $67,821 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $58,209 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE ADVISORY Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $58,123 |
WEAVER C. BARKSDALE & ASSOCIATES8+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $51,979 |
BASIL CASTROVINCI ASSOCIATES INC8+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $49,656 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Filed as: LINDABURY,MCCORMIC,&ESTABROOK Service code 29 · EIN 22-1943351 | Legal | $44,085 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 28 · EIN 26-4310632 | Investment Management | $34,000 |
MANNING & NAPIER2 years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $29,776 |
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.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 1.26% | 7.15%-5.9pp | 20.18%-18.9pp | 37.74%-36.5pp |
| Employer contribution / active EE | $14,387 | $13,270+8.4% | $29,108-50.6% | $15,781-8.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |