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 |
|---|---|---|
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $88,559 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $73,031 |
ARNOLD & KADJAN10+ years Service code 29 · EIN 36-2498571 | Legal | $67,586 |
Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $66,864 |
Filed as: HIG CAPITAL LLC Service code 28 · EIN 65-0863927 | Investment Management | $55,786 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,000 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $31,500 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD J. WOLF & CO., INC. Service code 15 · EIN 36-3182363 | Recordkeeping | $10,595 |
HINSHAW & CULBERTSON10+ years Service code 29 · EIN 36-2128133 | Legal | $10,000 |
Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $7,385 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.70% | 9.24%+0.5pp | 9.65%0pp | 10.71%-1.0pp |
| Employer contribution / active EE | $19,182 | $14,215+34.9% | $26,259-27.0% | $14,986+28.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |