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 |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $35,942 |
THE SEGAL COMPANY4+ years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $12,000 |
AMALGAMATED BANK5+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $10,813 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $7,200 |
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.
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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.4%-47.4pp |
| Annual return | 17.33% | 12.78%+4.5pp | 12.93%+4.4pp | 12.16%+5.2pp |
| Employer contribution / active EE | $55,556 | $42,142+31.8% | $35,210+57.8% | $44,746+24.2% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |