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 |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-2432390 | Consulting | $125,000 |
WESTFIELD CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0175963 | Investment Management | $89,723 |
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $60,387 |
FABIAN & BYRN LLC2 years Service code 13 · EIN 25-1914887 | Contract Administrator | $59,105 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $53,577 |
BENESYS, INC.10+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $44,870 |
AMALGAMATED BANK9 years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $38,255 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $37,444 |
MARTHA E. GOITIA2 years Filed as: MARTHA DEFAZIO Service code 30 · EIN 22-6172237 | Direct payment from the plan; Employe... | $29,641 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $23,748 |
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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 177.43% | 11.79%+165.6pp | 10.54%+166.9pp | 8.23%+169.2pp |
| Employer contribution / active EE | $15,258 | $19,735-22.7% | $26,782-43.0% | $13,859+10.1% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |