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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 21 · EIN 23-1707341 | Bank Trustee | $407,478 |
Filed as: IATSE LOCAL 2 Service code 35 · EIN 36-0906745 | Other services; Direct payment from t... | $112,870 |
Filed as: BENEFITS MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $36,000 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $30,200 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ LLP Service code 29 · EIN 36-2425981 | Legal | $7,323 |
KATHLEEN HECHINGER1 year Service code 24 · EIN 36-3248809 | Discretionary Trustee | $5,689 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $3,940 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,586 | $62,544-23.9% | $129,207-63.2% | $199,593-76.2% |
| Participation rate | 98.6% | 56.8%+41.8pp | 69.6%+29.0pp | 72.0%+26.6pp |
| Annual return | 7.28% | 16.95%-9.7pp | 9417.33%-9410.0pp | 34.25%-27.0pp |
| Employer contribution / active EE | $5,907 | $2,394+146.7% | $4,153+42.2% | $3,034+94.7% |
| Participant deferral / active EE | $0 | $3,123-100.0% | $4,168-100.0% | $5,087-100.0% |
| Admin fee / account holder | $281 | $167+68.4% | $7,715-96.4% | $269+4.5% |