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 |
|---|---|---|
ARNOLD & KADJAN7+ years Service code 29 · EIN 36-2498571 | Legal | $138,007 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $107,810 |
AMALGAMATED BANK7+ years Filed as: AMALGATRUST CO. Service code 19 · EIN 36-0721895 | Securities Custodian | $100,114 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $48,839 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,000 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $38,369 |
BANSLEY AND KIENER, LLP7+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $29,500 |
STEWART C. MILLER & CO., INC.7+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $17,954 |
AMALGAMATED BANK7+ years Service code 51 · EIN 13-4920330 | Investment Mgmt Fees | $14,308 |
HINSHAW & CULBERTSON7+ years Service code 29 · EIN 36-2128133 | Legal | $10,000 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -2.90% | -8.26%+5.4pp | -5.84%+2.9pp | 2.77%-5.7pp |
| Employer contribution / active EE | $17,771 | $12,543+41.7% | $31,839-44.2% | $15,262+16.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |